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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 | $6,688 | $47,135-85.8% | $149,717-95.5% | $74,440-91.0% |
| Participation rate | 10.7% | 63.4%-52.7pp | 78.8%-68.1pp | 70.7%-60.0pp |
| Annual return | 15.02% | 22.75%-7.7pp | 134.41%-119.4pp | 34.37%-19.3pp |
| Employer contribution / active EE | $0 | $1,906-100.0% | $4,820-100.0% | $2,638-100.0% |
| Participant deferral / active EE | $214 | $2,728-92.1% | $5,682-96.2% | $4,529-95.3% |
| Admin fee / account holder | $715 | $343+108.5% | $13,213-94.6% | $348+105.5% |