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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 | $7,646 | $47,163-83.8% | $149,696-94.9% | $74,460-89.7% |
| Participation rate | 17.0% | 63.4%-46.4pp | 78.8%-61.8pp | 70.7%-53.8pp |
| Annual return | 25.18% | 22.75%+2.4pp | 134.46%-109.3pp | 34.38%-9.2pp |
| Employer contribution / active EE | $0 | $1,907-100.0% | $4,821-100.0% | $2,638-100.0% |
| Participant deferral / active EE | $419 | $2,730-84.7% | $5,682-92.6% | $4,530-90.8% |
| Admin fee / account holder | $1,190 | $343+247.1% | $13,212-91.0% | $348+242.2% |