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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 | $20,686 | $89,670-76.9% | $96,754-78.6% | $89,670-76.9% |
| Participation rate | 2.6% | 71.2%-68.6pp | 70.3%-67.7pp | 71.2%-68.6pp |
| Annual return | 14.30% | 19.66%-5.4pp | 82.04%-67.7pp | 19.66%-5.4pp |
| Employer contribution / active EE | $0 | $4,041-100.0% | $2,679-100.0% | $4,041-100.0% |
| Participant deferral / active EE | $132 | $3,962-96.7% | $4,758-97.2% | $3,962-96.7% |
| Admin fee / account holder | $4,737 | $352+1246.4% | $8,905-46.8% | $352+1246.4% |