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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 | $3,623 | $77,920-95.4% | $149,723-97.6% | $75,177-95.2% |
| Participation rate | 11.9% | 65.6%-53.7pp | 78.8%-66.9pp | 67.2%-55.3pp |
| Annual return | 14.28% | 31.72%-17.4pp | 134.50%-120.2pp | 160.75%-146.5pp |
| Employer contribution / active EE | $0 | $3,138-100.0% | $4,821-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $241 | $3,411-92.9% | $5,682-95.8% | $4,126-94.2% |
| Admin fee / account holder | $627 | $5,951-89.5% | $13,215-95.3% | $5,651-88.9% |