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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 | $8,583 | $48,011-82.1% | $63,803-86.5% | $82,637-89.6% |
| Participation rate | 39.5% | 66.6%-27.0pp | 72.7%-33.2pp | 68.1%-28.5pp |
| Annual return | 13.39% | 19.84%-6.5pp | 543.72%-530.3pp | 53.51%-40.1pp |
| Employer contribution / active EE | $0 | $1,904-100.0% | $2,532-100.0% | $2,552-100.0% |
| Participant deferral / active EE | $434 | $2,846-84.7% | $3,843-88.7% | $4,126-89.5% |
| Admin fee / account holder | $2,982 | $3,873-23.0% | $5,196-42.6% | $7,339-59.4% |