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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 | $12,714 | $54,541-76.7% | $78,778-83.9% | $70,126-81.9% |
| Participation rate | 1.9% | 60.8%-58.9pp | 69.2%-67.3pp | 69.5%-67.6pp |
| Annual return | 16.89% | 21.07%-4.2pp | 35.62%-18.7pp | 73.15%-56.3pp |
| Employer contribution / active EE | $0 | $1,089-100.0% | $1,986-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $403 | $2,210-81.7% | $2,958-86.4% | $3,332-87.9% |
| Admin fee / account holder | $1,453 | $3,709-60.8% | $5,134-71.7% | $4,645-68.7% |