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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 | $11,934 | $47,163-74.7% | $149,696-92.0% | $74,460-84.0% |
| Participation rate | 15.8% | 63.4%-47.7pp | 78.8%-63.0pp | 70.7%-55.0pp |
| Annual return | 14.39% | 22.75%-8.4pp | 134.46%-120.1pp | 34.38%-20.0pp |
| Employer contribution / active EE | $0 | $1,907-100.0% | $4,821-100.0% | $2,638-100.0% |
| Participant deferral / active EE | $691 | $2,730-74.7% | $5,682-87.8% | $4,530-84.7% |
| Admin fee / account holder | $619 | $343+80.5% | $13,212-95.3% | $348+78.0% |