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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 | $9,805 | $85,169-88.5% | $172,755-94.3% | $72,983-86.6% |
| Participation rate | 21.6% | 70.1%-48.5pp | 82.6%-61.1pp | 69.5%-47.9pp |
| Annual return | 19.96% | 27.32%-7.4pp | 802.94%-783.0pp | 81.01%-61.0pp |
| Employer contribution / active EE | $0 | $3,324-100.0% | $5,144-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $570 | $3,260-82.5% | $5,198-89.0% | $3,608-84.2% |
| Admin fee / account holder | $1,261 | $5,880-78.6% | $13,955-91.0% | $5,124-75.4% |