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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 | $11,398 | $93,617-87.8% | $135,982-91.6% | $75,177-84.8% |
| Participation rate | 9.3% | 75.2%-65.9pp | 81.9%-72.7pp | 67.2%-57.9pp |
| Annual return | 0.00% | 30.89%-30.9pp | 68.32%-68.3pp | 160.75%-160.8pp |
| Employer contribution / active EE | $0 | $3,538-100.0% | $4,859-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $402 | $6,406-93.7% | $7,760-94.8% | $4,126-90.2% |
| Admin fee / account holder | $8,060 | $6,980+15.5% | $10,767-25.1% | $5,651+42.6% |