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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 | $8,070 | $73,863-89.1% | $143,797-94.4% | $68,490-88.2% |
| Participation rate | 3.7% | 66.7%-63.0pp | 80.3%-76.6pp | 67.9%-64.2pp |
| Annual return | 12.93% | 0.91%+12.0pp | -0.04%+13.0pp | -7.85%+20.8pp |
| Employer contribution / active EE | $0 | $3,185-100.0% | $4,952-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $102 | $3,385-97.0% | $5,638-98.2% | $4,028-97.5% |
| Admin fee / account holder | $570 | $5,756-90.1% | $14,679-96.1% | $5,403-89.5% |