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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 | $14,775 | $107,624-86.3% | $76,735-80.7% | $103,975-85.8% |
| Participation rate | 4.0% | 70.3%-66.3pp | 69.5%-65.5pp | 72.5%-68.5pp |
| Annual return | 13.74% | 17.70%-4.0pp | 29.77%-16.0pp | 19.41%-5.7pp |
| Employer contribution / active EE | $0 | $4,589-100.0% | $2,454-100.0% | $3,722-100.0% |
| Participant deferral / active EE | $107 | $4,279-97.5% | $4,088-97.4% | $5,343-98.0% |
| Admin fee / account holder | $2,847 | $271+952.2% | $7,189-60.4% | $332+756.4% |