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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 | $4,714 | $48,053-90.2% | $84,637-94.4% | $72,976-93.5% |
| Participation rate | 11.0% | 57.6%-46.6pp | 68.2%-57.3pp | 69.5%-58.5pp |
| Annual return | 17.85% | 37.39%-19.5pp | 258.82%-241.0pp | 81.02%-63.2pp |
| Employer contribution / active EE | $0 | $1,602-100.0% | $2,653-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $197 | $2,681-92.6% | $3,900-94.9% | $3,608-94.5% |
| Admin fee / account holder | $370 | $3,395-89.1% | $4,914-92.5% | $5,124-92.8% |