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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 | $4,919 | $45,050-89.1% | $63,018-92.2% | $70,126-93.0% |
| Participation rate | 9.0% | 69.5%-60.5pp | 74.8%-65.8pp | 69.5%-60.6pp |
| Annual return | 26.81% | 18.76%+8.0pp | 87.62%-60.8pp | 73.15%-46.3pp |
| Employer contribution / active EE | $0 | $2,052-100.0% | $2,761-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $321 | $2,466-87.0% | $3,330-90.4% | $3,332-90.4% |
| Admin fee / account holder | $2,354 | $2,834-17.0% | $3,601-34.6% | $4,645-49.3% |