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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 | $11,969 | $48,364-75.3% | $71,796-83.3% | $62,881-81.0% |
| Participation rate | 7.7% | 60.6%-52.9pp | 69.1%-61.4pp | 69.3%-61.6pp |
| Annual return | 5.88% | 13.16%-7.3pp | 78.04%-72.2pp | 20.14%-14.3pp |
| Employer contribution / active EE | $0 | $1,042-100.0% | $1,924-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $391 | $2,091-81.3% | $2,794-86.0% | $3,203-87.8% |
| Admin fee / account holder | $7,269 | $3,771+92.8% | $4,815+51.0% | $4,296+69.2% |