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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 | $9,683 | $38,365-74.8% | $84,628-88.6% | $65,185-85.1% |
| Participation rate | 9.3% | 55.7%-46.3pp | 68.2%-58.9pp | 70.2%-60.9pp |
| Annual return | 24.99% | 32.00%-7.0pp | 258.80%-233.8pp | 29.38%-4.4pp |
| Employer contribution / active EE | $0 | $1,258-100.0% | $2,653-100.0% | $2,177-100.0% |
| Participant deferral / active EE | $258 | $2,278-88.7% | $3,900-93.4% | $3,514-92.7% |
| Admin fee / account holder | $379 | $451-16.1% | $4,914-92.3% | $847-55.3% |