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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 | $10,148 | $77,638-86.9% | $156,551-93.5% | $62,881-83.9% |
| Participation rate | 23.6% | 71.2%-47.6pp | 84.0%-60.4pp | 69.3%-45.7pp |
| Annual return | 9.99% | 50.33%-40.3pp | 32.23%-22.2pp | 20.14%-10.2pp |
| Employer contribution / active EE | $0 | $3,444-100.0% | $5,501-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $449 | $3,046-85.3% | $4,871-90.8% | $3,203-86.0% |
| Admin fee / account holder | $1,600 | $5,561-71.2% | $13,028-87.7% | $4,296-62.8% |