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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 | $6,053 | $26,140-76.8% | $58,507-89.7% | $74,473-91.9% |
| Participation rate | 13.6% | 32.1%-18.5pp | 50.9%-37.2pp | 70.7%-57.1pp |
| Annual return | 16.92% | 32.51%-15.6pp | 4252.32%-4235.4pp | 34.36%-17.4pp |
| Employer contribution / active EE | $188 | $537-64.9% | $1,053-82.1% | $2,638-92.9% |
| Participant deferral / active EE | $254 | $1,075-76.4% | $1,922-86.8% | $4,530-94.4% |
| Admin fee / account holder | $1,355 | $652+107.9% | $2,486-45.5% | $347+290.3% |