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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 | $58,408-84.4% | $180,320-95.0% | $69,733-87.0% |
| Participation rate | 12.0% | 54.2%-42.3pp | 71.5%-59.6pp | 62.5%-50.5pp |
| Annual return | 13.30% | 15.02%-1.7pp | 778.54%-765.2pp | 15.22%-1.9pp |
| Employer contribution / active EE | $0 | $1,159-100.0% | $4,108-100.0% | $2,250-100.0% |
| Participant deferral / active EE | $473 | $2,723-82.6% | $4,304-89.0% | $3,054-84.5% |
| Admin fee / account holder | $2,525 | $4,205-40.0% | $10,000-74.8% | $3,102-18.6% |