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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 | $12,500 | $50,554-75.3% | $67,681-81.5% | $87,485-85.7% |
| Participation rate | 14.0% | 67.7%-53.8pp | 73.7%-59.8pp | 68.9%-55.0pp |
| Annual return | 11.10% | 17.81%-6.7pp | 590.58%-579.5pp | 26.06%-15.0pp |
| Employer contribution / active EE | $0 | $1,988-100.0% | $2,678-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $346 | $2,961-88.3% | $3,976-91.3% | $4,274-91.9% |
| Admin fee / account holder | $2,192 | $4,132-47.0% | $6,100-64.1% | $7,775-71.8% |