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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 | $10,374 | $43,133-75.9% | $89,435-88.4% | $73,497-85.9% |
| Participation rate | 9.6% | 55.0%-45.3pp | 68.0%-58.4pp | 70.7%-61.1pp |
| Annual return | 19.50% | 135.66%-116.2pp | 245.55%-226.1pp | 28.51%-9.0pp |
| Employer contribution / active EE | $0 | $1,438-100.0% | $2,587-100.0% | $2,270-100.0% |
| Participant deferral / active EE | $274 | $2,445-88.8% | $3,890-92.9% | $3,740-92.7% |
| Admin fee / account holder | $1,280 | $444+188.5% | $4,884-73.8% | $513+149.5% |