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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 | $9,091 | $51,736-82.4% | $120,225-92.4% | $67,986-86.6% |
| Participation rate | 12.0% | 46.1%-34.1pp | 69.6%-57.6pp | 57.2%-45.3pp |
| Annual return | 13.30% | 31.98%-18.7pp | 439.23%-425.9pp | 31.67%-18.4pp |
| Employer contribution / active EE | $0 | $1,071-100.0% | $3,475-100.0% | $2,019-100.0% |
| Participant deferral / active EE | $473 | $2,206-78.5% | $3,999-88.2% | $3,358-85.9% |
| Admin fee / account holder | $2,525 | $4,159-39.3% | $5,696-55.7% | $3,203-21.2% |