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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 | $4,694 | $61,816-92.4% | $97,260-95.2% | $80,935-94.2% |
| Participation rate | 21.0% | 63.5%-42.5pp | 72.7%-51.7pp | 67.7%-46.7pp |
| Annual return | 11.41% | -558.73%+570.1pp | 75.54%-64.1pp | 35.66%-24.2pp |
| Employer contribution / active EE | $0 | $1,836-100.0% | $2,721-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $440 | $3,027-85.5% | $4,262-89.7% | $4,299-89.8% |
| Admin fee / account holder | $2,223 | $5,166-57.0% | $5,640-60.6% | $6,924-67.9% |