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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 | $11,675 | $122,219-90.4% | $147,096-92.1% | $199,921-94.2% |
| Participation rate | 2.2% | 78.3%-76.1pp | 82.2%-80.0pp | 72.0%-69.9pp |
| Annual return | 19.74% | 30.59%-10.8pp | 419.75%-400.0pp | 34.28%-14.5pp |
| Employer contribution / active EE | $0 | $4,096-100.0% | $4,936-100.0% | $3,035-100.0% |
| Participant deferral / active EE | $109 | $8,503-98.7% | $8,071-98.7% | $5,089-97.9% |
| Admin fee / account holder | $702 | $179+292.1% | $13,005-94.6% | $269+160.9% |