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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 | $7,816 | $54,541-85.7% | $78,778-90.1% | $70,126-88.9% |
| Participation rate | 20.0% | 60.8%-40.8pp | 69.2%-49.2pp | 69.5%-49.5pp |
| Annual return | 22.89% | 21.07%+1.8pp | 35.62%-12.7pp | 73.15%-50.3pp |
| Employer contribution / active EE | $0 | $1,089-100.0% | $1,986-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $707 | $2,210-68.0% | $2,958-76.1% | $3,332-78.8% |
| Admin fee / account holder | $373 | $3,709-89.9% | $5,134-92.7% | $4,645-92.0% |