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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 | $10,213 | $84,236-87.9% | $170,435-94.0% | $70,126-85.4% |
| Participation rate | 11.1% | 70.8%-59.7pp | 83.6%-72.5pp | 69.5%-58.4pp |
| Annual return | 34.38% | 23.06%+11.3pp | 205.94%-171.6pp | 73.15%-38.8pp |
| Employer contribution / active EE | $0 | $3,387-100.0% | $5,432-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $260 | $3,086-91.6% | $4,939-94.7% | $3,332-92.2% |
| Admin fee / account holder | $2,933 | $5,698-48.5% | $13,881-78.9% | $4,645-36.9% |