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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 | $7,754 | $81,476-90.5% | $102,383-92.4% | $80,925-90.4% |
| Participation rate | 22.2% | 66.8%-44.6pp | 74.5%-52.3pp | 67.7%-45.4pp |
| Annual return | 70.58% | 25.59%+45.0pp | 24.94%+45.6pp | 35.65%+34.9pp |
| Employer contribution / active EE | $0 | $3,105-100.0% | $3,870-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $1,134 | $3,871-70.7% | $5,060-77.6% | $4,299-73.6% |
| Admin fee / account holder | $1,943 | $6,717-71.1% | $8,391-76.8% | $6,940-72.0% |