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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 | $124 | $81,276-99.8% | $155,574-99.9% | $80,925-99.8% |
| Participation rate | 11.1% | 66.2%-55.1pp | 78.2%-67.1pp | 67.7%-56.5pp |
| Annual return | 13.93% | 33.36%-19.4pp | 64.87%-50.9pp | 35.65%-21.7pp |
| Employer contribution / active EE | $0 | $3,103-100.0% | $4,676-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $260 | $3,453-92.5% | $5,629-95.4% | $4,299-94.0% |
| Admin fee / account holder | $17,712 | $7,993+121.6% | $15,914+11.3% | $6,940+155.2% |