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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 | $7,624 | $88,672-91.4% | $105,223-92.8% | $82,448-90.8% |
| Participation rate | 37.1% | 67.9%-30.8pp | 75.0%-37.9pp | 68.1%-30.9pp |
| Annual return | 13.11% | 30.86%-17.8pp | 180.65%-167.5pp | 41.64%-28.5pp |
| Employer contribution / active EE | $0 | $3,048-100.0% | $3,689-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $843 | $4,036-79.1% | $5,072-83.4% | $4,139-79.6% |
| Admin fee / account holder | $5,121 | $7,146-28.3% | $8,859-42.2% | $7,234-29.2% |