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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 | $15,950 | $50,812-68.6% | $155,602-89.7% | $77,692-79.5% |
| Participation rate | 15.7% | 63.1%-47.4pp | 78.2%-62.5pp | 70.6%-54.8pp |
| Annual return | 12.69% | 34.85%-22.2pp | 64.81%-52.1pp | 31.25%-18.6pp |
| Employer contribution / active EE | $0 | $1,989-100.0% | $4,675-100.0% | $2,726-100.0% |
| Participant deferral / active EE | $679 | $2,822-75.9% | $5,629-87.9% | $4,648-85.4% |
| Admin fee / account holder | $4,516 | $436+935.5% | $15,923-71.6% | $431+949.0% |