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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 | $18,228 | $145,174-87.4% | $182,262-90.0% | $69,255-73.7% |
| Participation rate | 9.5% | 77.3%-67.8pp | 84.2%-74.7pp | 69.0%-59.6pp |
| Annual return | 16.13% | 24.21%-8.1pp | 140.60%-124.5pp | 26.73%-10.6pp |
| Employer contribution / active EE | $0 | $4,864-100.0% | $5,046-100.0% | $2,645-100.0% |
| Participant deferral / active EE | $509 | $7,703-93.4% | $8,276-93.8% | $2,890-82.4% |
| Admin fee / account holder | $344 | $791-56.5% | $16,712-97.9% | $733-53.0% |