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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 | $8,371 | $53,236-84.3% | $86,233-90.3% | $103,975-91.9% |
| Participation rate | 3.3% | 34.4%-31.0pp | 69.0%-65.7pp | 72.5%-69.2pp |
| Annual return | 20.40% | 16.04%+4.4pp | 61.39%-41.0pp | 19.41%+1.0pp |
| Employer contribution / active EE | $62 | $1,362-95.5% | $2,504-97.5% | $3,722-98.3% |
| Participant deferral / active EE | $88 | $2,309-96.2% | $4,559-98.1% | $5,343-98.4% |
| Admin fee / account holder | $914 | $2,172-57.9% | $8,342-89.0% | $332+175.0% |