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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 | $7,777 | $51,631-84.9% | $129,397-94.0% | $80,925-90.4% |
| Participation rate | 8.5% | 56.9%-48.4pp | 69.6%-61.1pp | 67.7%-59.1pp |
| Annual return | 26.08% | 20.77%+5.3pp | 9453.98%-9427.9pp | 35.65%-9.6pp |
| Employer contribution / active EE | $0 | $1,583-100.0% | $4,154-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $543 | $2,670-79.7% | $4,167-87.0% | $4,299-87.4% |
| Admin fee / account holder | $11,258 | $4,309+161.3% | $7,679+46.6% | $6,940+62.2% |