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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 | $12,347 | $89,652-86.2% | $141,191-91.3% | $65,185-81.1% |
| Participation rate | 4.5% | 74.7%-70.2pp | 82.5%-77.9pp | 70.2%-65.7pp |
| Annual return | 20.65% | 32.79%-12.1pp | 71.41%-50.8pp | 29.38%-8.7pp |
| Employer contribution / active EE | $0 | $3,065-100.0% | $4,736-100.0% | $2,177-100.0% |
| Participant deferral / active EE | $285 | $5,691-95.0% | $6,710-95.8% | $3,514-91.9% |
| Admin fee / account holder | $2,360 | $569+315.1% | $10,264-77.0% | $847+178.5% |