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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 | $9,361 | $61,789-84.9% | $97,167-90.4% | $80,874-88.4% |
| Participation rate | 19.0% | 63.5%-44.4pp | 72.7%-53.6pp | 67.6%-48.6pp |
| Annual return | 11.91% | -557.90%+569.8pp | 75.27%-63.4pp | 35.62%-23.7pp |
| Employer contribution / active EE | $0 | $1,837-100.0% | $2,729-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $181 | $3,028-94.0% | $4,264-95.8% | $4,297-95.8% |
| Admin fee / account holder | $10,279 | $5,168+98.9% | $5,650+81.9% | $6,935+48.2% |