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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 | $9,746 | $77,638-87.4% | $156,551-93.8% | $62,881-84.5% |
| Participation rate | 8.6% | 71.2%-62.6pp | 84.0%-75.4pp | 69.3%-60.7pp |
| Annual return | 8.94% | 50.33%-41.4pp | 32.23%-23.3pp | 20.14%-11.2pp |
| Employer contribution / active EE | $0 | $3,444-100.0% | $5,501-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $486 | $3,046-84.0% | $4,871-90.0% | $3,203-84.8% |
| Admin fee / account holder | $631 | $5,561-88.6% | $13,028-95.2% | $4,296-85.3% |