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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 | $9,243 | $65,961-86.0% | $180,320-94.9% | $94,015-90.2% |
| Participation rate | 15.9% | 61.3%-45.4pp | 71.5%-55.6pp | 70.8%-54.9pp |
| Annual return | 15.36% | 14.27%+1.1pp | 778.54%-763.2pp | 17.84%-2.5pp |
| Employer contribution / active EE | $0 | $1,737-100.0% | $4,108-100.0% | $2,790-100.0% |
| Participant deferral / active EE | $394 | $3,003-86.9% | $4,304-90.9% | $4,249-90.7% |
| Admin fee / account holder | $1,484 | $4,901-69.7% | $10,000-85.2% | $8,951-83.4% |