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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 | $27,672 | $91,760-69.8% | $156,181-82.3% | $67,986-59.3% |
| Participation rate | 3.0% | 65.0%-62.0pp | 78.8%-75.8pp | 57.2%-54.2pp |
| Annual return | 14.04% | 18.14%-4.1pp | 64.87%-50.8pp | 31.67%-17.6pp |
| Employer contribution / active EE | $0 | $2,419-100.0% | $4,294-100.0% | $2,019-100.0% |
| Participant deferral / active EE | $112 | $3,960-97.2% | $6,132-98.2% | $3,358-96.7% |
| Admin fee / account holder | $14,941 | $3,949+278.4% | $14,586+2.4% | $3,203+366.4% |