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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 | $7,214 | $91,198-92.1% | $178,503-96.0% | $79,856-91.0% |
| Participation rate | 9.4% | 69.2%-59.8pp | 81.9%-72.5pp | 69.6%-60.2pp |
| Annual return | 13.87% | 24.20%-10.3pp | 151.12%-137.2pp | 31.71%-17.8pp |
| Employer contribution / active EE | $0 | $3,257-100.0% | $5,011-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $253 | $3,237-92.2% | $5,202-95.1% | $3,741-93.2% |
| Admin fee / account holder | $742 | $6,748-89.0% | $13,987-94.7% | $5,306-86.0% |