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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 | $11,110 | $61,166-81.8% | $186,193-94.0% | $64,728-82.8% |
| Participation rate | 4.8% | 40.4%-35.6pp | 77.1%-72.3pp | 57.9%-53.1pp |
| Annual return | 23.24% | 18.93%+4.3pp | 78.03%-54.8pp | 49.38%-26.1pp |
| Employer contribution / active EE | $0 | $1,526-100.0% | $3,918-100.0% | $2,243-100.0% |
| Participant deferral / active EE | $158 | $2,160-92.7% | $6,513-97.6% | $2,729-94.2% |
| Admin fee / account holder | $1,918 | $1,422+34.9% | $11,058-82.7% | $1,145+67.5% |