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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $6,236 | $48,078-87.0% | $78,676-92.1% | $62,881-90.1% |
| Participation rate | 14.1% | 65.2%-51.1pp | 73.6%-59.5pp | 69.3%-55.2pp |
| Annual return | 15.21% | 31.36%-16.1pp | 62.19%-47.0pp | 20.14%-4.9pp |
| Employer contribution / active EE | $0 | $2,015-100.0% | $2,850-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $721 | $2,587-72.1% | $3,517-79.5% | $3,203-77.5% |
| Admin fee / account holder | $587 | $3,206-81.7% | $4,510-87.0% | $4,296-86.3% |