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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 | $7,814 | $53,216-85.3% | $155,534-95.0% | $199,960-96.1% |
| Participation rate | 4.4% | 64.1%-59.8pp | 78.2%-73.9pp | 72.0%-67.6pp |
| Annual return | 21.82% | 41.18%-19.4pp | 64.92%-43.1pp | 34.28%-12.5pp |
| Employer contribution / active EE | $0 | $1,848-100.0% | $4,675-100.0% | $3,036-100.0% |
| Participant deferral / active EE | $108 | $3,164-96.6% | $5,630-98.1% | $5,087-97.9% |
| Admin fee / account holder | $1,233 | $186+564.0% | $15,900-92.2% | $269+358.0% |