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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 | $5,972 | $50,919-88.3% | $155,556-96.2% | $77,762-92.3% |
| Participation rate | 2.8% | 63.1%-60.2pp | 78.2%-75.4pp | 70.6%-67.7pp |
| Annual return | 12.05% | 34.84%-22.8pp | 64.84%-52.8pp | 31.27%-19.2pp |
| Employer contribution / active EE | $0 | $1,991-100.0% | $4,675-100.0% | $2,728-100.0% |
| Participant deferral / active EE | $21 | $2,824-99.3% | $5,631-99.6% | $4,651-99.6% |
| Admin fee / account holder | $1,371 | $437+213.9% | $15,885-91.4% | $433+216.7% |