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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 | $50,902-68.7% | $155,534-89.7% | $77,736-79.5% |
| Participation rate | 15.7% | 63.1%-47.4pp | 78.2%-62.5pp | 70.6%-54.9pp |
| Annual return | 12.69% | 34.85%-22.2pp | 64.92%-52.2pp | 31.26%-18.6pp |
| Employer contribution / active EE | $0 | $1,991-100.0% | $4,675-100.0% | $2,728-100.0% |
| Participant deferral / active EE | $679 | $2,824-75.9% | $5,630-87.9% | $4,651-85.4% |
| Admin fee / account holder | $4,516 | $437+933.5% | $15,900-71.6% | $433+942.2% |