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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 | $7,882 | $91,179-91.4% | $178,499-95.6% | $79,852-90.1% |
| Participation rate | 25.0% | 69.2%-44.2pp | 81.9%-56.9pp | 69.6%-44.6pp |
| Annual return | 10.92% | 24.19%-13.3pp | 151.10%-140.2pp | 31.72%-20.8pp |
| Employer contribution / active EE | $0 | $3,256-100.0% | $5,011-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $469 | $3,236-85.5% | $5,202-91.0% | $3,740-87.5% |
| Admin fee / account holder | $1,333 | $6,749-80.2% | $13,986-90.5% | $5,306-74.9% |