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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 | $9,926 | $82,674-88.0% | $125,381-92.1% | $68,486-85.5% |
| Participation rate | 14.9% | 75.1%-60.2pp | 82.4%-67.5pp | 67.9%-53.0pp |
| Annual return | 7.18% | -5.97%+13.1pp | 572.31%-565.1pp | -7.85%+15.0pp |
| Employer contribution / active EE | $0 | $3,382-100.0% | $4,815-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $888 | $6,111-85.5% | $7,448-88.1% | $4,028-78.0% |
| Admin fee / account holder | $2,031 | $6,277-67.6% | $10,007-79.7% | $5,404-62.4% |