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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 | $13,347 | $89,282-85.1% | $94,679-85.9% | $74,440-82.1% |
| Participation rate | 5.0% | 82.4%-77.4pp | 80.8%-75.8pp | 70.7%-65.7pp |
| Annual return | 30.64% | 25.96%+4.7pp | 156.75%-126.1pp | 34.37%-3.7pp |
| Employer contribution / active EE | $0 | $3,022-100.0% | $3,673-100.0% | $2,638-100.0% |
| Participant deferral / active EE | $296 | $8,425-96.5% | $7,417-96.0% | $4,529-93.5% |
| Admin fee / account holder | $410 | $219+87.3% | $7,233-94.3% | $348+17.8% |