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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 | $9,167 | $81,474-88.7% | $133,959-93.2% | $73,493-87.5% |
| Participation rate | 18.2% | 76.4%-58.2pp | 79.8%-61.7pp | 70.7%-52.5pp |
| Annual return | 38.34% | 19.40%+18.9pp | 45.09%-6.8pp | 28.51%+9.8pp |
| Employer contribution / active EE | $0 | $2,209-100.0% | $3,919-100.0% | $2,270-100.0% |
| Participant deferral / active EE | $1,204 | $3,786-68.2% | $5,047-76.1% | $3,740-67.8% |
| Admin fee / account holder | $471 | $713-34.0% | $8,928-94.7% | $513-8.2% |