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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 | $5,523 | $53,774-89.7% | $134,162-95.9% | $79,852-93.1% |
| Participation rate | 6.8% | 58.8%-52.0pp | 72.2%-65.4pp | 69.6%-62.9pp |
| Annual return | 52.70% | 19.01%+33.7pp | 36.35%+16.4pp | 31.72%+21.0pp |
| Employer contribution / active EE | $0 | $1,322-100.0% | $3,705-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $188 | $2,420-92.2% | $3,500-94.6% | $3,740-95.0% |
| Admin fee / account holder | $586 | $3,985-85.3% | $6,685-91.2% | $5,306-89.0% |