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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 | $16,099 | $49,693-67.6% | $70,548-77.2% | $74,440-78.4% |
| Participation rate | 1.1% | 64.7%-63.6pp | 68.3%-67.3pp | 70.7%-69.7pp |
| Annual return | 14.78% | 21.22%-6.4pp | 32.78%-18.0pp | 34.37%-19.6pp |
| Employer contribution / active EE | $0 | $1,773-100.0% | $2,975-100.0% | $2,638-100.0% |
| Participant deferral / active EE | $56 | $3,376-98.3% | $4,567-98.8% | $4,529-98.8% |
| Admin fee / account holder | $1,126 | $316+256.8% | $6,424-82.5% | $348+223.8% |