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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 | $12,244 | $54,541-77.6% | $78,778-84.5% | $70,126-82.5% |
| Participation rate | 42.4% | 60.8%-18.4pp | 69.2%-26.8pp | 69.5%-27.1pp |
| Annual return | 21.20% | 21.07%+0.1pp | 35.62%-14.4pp | 73.15%-51.9pp |
| Employer contribution / active EE | $0 | $1,089-100.0% | $1,986-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $873 | $2,210-60.5% | $2,958-70.5% | $3,332-73.8% |
| Admin fee / account holder | $963 | $3,709-74.0% | $5,134-81.2% | $4,645-79.3% |