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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 | $12,372 | $88,672-86.0% | $105,223-88.2% | $82,448-85.0% |
| Participation rate | 5.7% | 67.9%-62.2pp | 75.0%-69.3pp | 68.1%-62.4pp |
| Annual return | 13.48% | 30.86%-17.4pp | 180.65%-167.2pp | 41.64%-28.2pp |
| Employer contribution / active EE | $0 | $3,048-100.0% | $3,689-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $254 | $4,036-93.7% | $5,072-95.0% | $4,139-93.9% |
| Admin fee / account holder | $4,355 | $7,146-39.1% | $8,859-50.8% | $7,234-39.8% |