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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 | $9,738 | $75,183-87.0% | $123,894-92.1% | $55,167-82.3% |
| Participation rate | 53.6% | 72.8%-19.2pp | 81.4%-27.8pp | 69.0%-15.4pp |
| Annual return | 9.77% | 19.01%-9.2pp | 47.52%-37.8pp | 169.23%-159.5pp |
| Employer contribution / active EE | $0 | $2,823-100.0% | $4,617-100.0% | $1,963-100.0% |
| Participant deferral / active EE | $1,028 | $5,084-79.8% | $5,984-82.8% | $3,054-66.3% |
| Admin fee / account holder | $976 | $663+47.3% | $8,357-88.3% | $504+93.6% |