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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 | $3,604 | $88,672-95.9% | $105,223-96.6% | $82,448-95.6% |
| Participation rate | 10.3% | 67.9%-57.6pp | 75.0%-64.7pp | 68.1%-57.7pp |
| Annual return | 15.48% | 30.86%-15.4pp | 180.65%-165.2pp | 41.64%-26.2pp |
| Employer contribution / active EE | $0 | $3,048-100.0% | $3,689-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $65 | $4,036-98.4% | $5,072-98.7% | $4,139-98.4% |
| Admin fee / account holder | $16,520 | $7,146+131.2% | $8,859+86.5% | $7,234+128.4% |