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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 | $10,709 | $70,435-84.8% | $96,575-88.9% | $85,856-87.5% |
| Participation rate | 23.1% | 61.8%-38.7pp | 69.8%-46.7pp | 69.3%-46.2pp |
| Annual return | 23.58% | 18.59%+5.0pp | 37.79%-14.2pp | 318.58%-295.0pp |
| Employer contribution / active EE | $0 | $1,413-100.0% | $2,357-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $936 | $2,894-67.6% | $3,849-75.7% | $3,952-76.3% |
| Admin fee / account holder | $650 | $4,997-87.0% | $6,182-89.5% | $6,261-89.6% |