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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 | $13,099 | $65,034-79.9% | $90,970-85.6% | $79,856-83.6% |
| Participation rate | 6.0% | 61.6%-55.6pp | 69.0%-63.0pp | 69.6%-63.6pp |
| Annual return | 18.37% | 30.45%-12.1pp | 134.60%-116.2pp | 31.71%-13.3pp |
| Employer contribution / active EE | $0 | $1,247-100.0% | $2,122-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $564 | $2,512-77.5% | $3,373-83.3% | $3,741-84.9% |
| Admin fee / account holder | $862 | $4,536-81.0% | $5,961-85.5% | $5,306-83.8% |