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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 | $8,579 | $85,171-89.9% | $172,752-95.0% | $72,975-88.2% |
| Participation rate | 28.4% | 70.1%-41.7pp | 82.6%-54.3pp | 69.5%-41.1pp |
| Annual return | 20.94% | 27.32%-6.4pp | 802.97%-782.0pp | 81.01%-60.1pp |
| Employer contribution / active EE | $0 | $3,324-100.0% | $5,144-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $472 | $3,260-85.5% | $5,198-90.9% | $3,608-86.9% |
| Admin fee / account holder | $697 | $5,880-88.1% | $13,955-95.0% | $5,124-86.4% |