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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 | $51,638-84.9% | $129,406-94.0% | $80,959-90.4% |
| Participation rate | 8.5% | 56.9%-48.4pp | 69.6%-61.1pp | 67.7%-59.2pp |
| Annual return | 26.08% | 20.78%+5.3pp | 9468.18%-9442.1pp | 35.67%-9.6pp |
| Employer contribution / active EE | $0 | $1,584-100.0% | $4,155-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $543 | $2,670-79.7% | $4,167-87.0% | $4,300-87.4% |
| Admin fee / account holder | $11,258 | $4,313+161.0% | $7,689+46.4% | $6,925+62.6% |