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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 | $11,838 | $86,701-86.3% | $73,309-83.9% | $125,389-90.6% |
| Participation rate | 25.0% | 78.6%-53.6pp | 74.9%-49.9pp | 83.2%-58.2pp |
| Annual return | 0.86% | 2.78%-1.9pp | 5.67%-4.8pp | 282.24%-281.4pp |
| Employer contribution / active EE | $0 | $4,152-100.0% | $3,237-100.0% | $4,866-100.0% |
| Participant deferral / active EE | $175 | $5,549-96.9% | $4,991-96.5% | $5,352-96.7% |
| Admin fee / account holder | $41,749 | $7,768+437.4% | $5,635+640.9% | $9,541+337.6% |