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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 | $9,288 | $55,453-83.2% | $170,435-94.6% | $62,293-85.1% |
| Participation rate | 14.6% | 66.4%-51.8pp | 83.6%-69.0pp | 69.5%-55.0pp |
| Annual return | 14.01% | 21.38%-7.4pp | 205.94%-191.9pp | 28.90%-14.9pp |
| Employer contribution / active EE | $0 | $2,164-100.0% | $5,432-100.0% | $2,042-100.0% |
| Participant deferral / active EE | $626 | $2,303-72.8% | $4,939-87.3% | $3,169-80.2% |
| Admin fee / account holder | $6,612 | $455+1352.9% | $13,881-52.4% | $479+1279.3% |