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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 | $10,171 | $45,041-77.4% | $63,003-83.9% | $70,131-85.5% |
| Participation rate | 2.7% | 69.5%-66.8pp | 74.8%-72.1pp | 69.5%-66.8pp |
| Annual return | 12.85% | 18.76%-5.9pp | 87.59%-74.7pp | 73.14%-60.3pp |
| Employer contribution / active EE | $0 | $2,052-100.0% | $2,760-100.0% | $2,342-100.0% |
| Participant deferral / active EE | $50 | $2,465-98.0% | $3,329-98.5% | $3,332-98.5% |
| Admin fee / account holder | $3,994 | $2,836+40.9% | $3,600+11.0% | $4,645-14.0% |