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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 | $12,710 | $36,002-64.7% | $161,489-92.1% | $64,728-80.4% |
| Participation rate | 13.6% | 57.4%-43.8pp | 78.7%-65.1pp | 57.9%-44.3pp |
| Annual return | 17.46% | 33.93%-16.5pp | 89.72%-72.3pp | 49.38%-31.9pp |
| Employer contribution / active EE | $0 | $1,380-100.0% | $4,268-100.0% | $2,243-100.0% |
| Participant deferral / active EE | $425 | $1,815-76.6% | $5,630-92.4% | $2,729-84.4% |
| Admin fee / account holder | $836 | $931-10.1% | $16,006-94.8% | $1,145-27.0% |