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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 | $7,966 | $77,908-89.8% | $149,696-94.7% | $75,173-89.4% |
| Participation rate | 12.5% | 65.6%-53.1pp | 78.8%-66.3pp | 67.2%-54.7pp |
| Annual return | 17.97% | 31.73%-13.8pp | 134.46%-116.5pp | 160.72%-142.8pp |
| Employer contribution / active EE | $0 | $3,138-100.0% | $4,821-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $378 | $3,411-88.9% | $5,682-93.4% | $4,126-90.8% |
| Admin fee / account holder | $785 | $5,950-86.8% | $13,212-94.1% | $5,651-86.1% |