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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 | $7,167 | $101,763-93.0% | $164,866-95.7% | $80,874-91.1% |
| Participation rate | 5.3% | 71.8%-66.6pp | 78.6%-73.3pp | 67.6%-62.4pp |
| Annual return | 11.77% | 16.73%-5.0pp | 69.97%-58.2pp | 35.62%-23.8pp |
| Employer contribution / active EE | $0 | $2,954-100.0% | $4,343-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $128 | $4,477-97.1% | $6,033-97.9% | $4,297-97.0% |
| Admin fee / account holder | $20,698 | $8,228+151.6% | $12,689+63.1% | $6,935+198.5% |