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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 | $10,545 | $65,084-83.8% | $67,681-84.4% | $64,340-83.6% |
| Participation rate | 10.5% | 66.7%-56.3pp | 73.7%-63.2pp | 55.2%-44.8pp |
| Annual return | 13.26% | 20.50%-7.2pp | 590.58%-577.3pp | 24.14%-10.9pp |
| Employer contribution / active EE | $0 | $2,398-100.0% | $2,678-100.0% | $1,862-100.0% |
| Participant deferral / active EE | $230 | $3,210-92.8% | $3,976-94.2% | $2,980-92.3% |
| Admin fee / account holder | $307 | $1,415-78.3% | $6,100-95.0% | $3,703-91.7% |