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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 | $13,725 | $55,457-75.3% | $77,361-82.3% | $94,015-85.4% |
| Participation rate | 5.7% | 69.8%-64.1pp | 75.0%-69.3pp | 70.8%-65.1pp |
| Annual return | 11.22% | 15.57%-4.3pp | 1011.54%-1000.3pp | 17.84%-6.6pp |
| Employer contribution / active EE | $0 | $2,255-100.0% | $2,990-100.0% | $2,790-100.0% |
| Participant deferral / active EE | $178 | $3,069-94.2% | $3,911-95.4% | $4,249-95.8% |
| Admin fee / account holder | $307 | $4,334-92.9% | $5,894-94.8% | $8,951-96.6% |