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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 | $3,453 | $50,902-93.2% | $155,534-97.8% | $77,736-95.6% |
| Participation rate | 5.0% | 63.1%-58.1pp | 78.2%-73.3pp | 70.6%-65.6pp |
| Annual return | 12.46% | 34.85%-22.4pp | 64.92%-52.5pp | 31.26%-18.8pp |
| Employer contribution / active EE | $0 | $1,991-100.0% | $4,675-100.0% | $2,728-100.0% |
| Participant deferral / active EE | $198 | $2,824-93.0% | $5,630-96.5% | $4,651-95.7% |
| Admin fee / account holder | $4,139 | $437+847.2% | $15,900-74.0% | $433+855.2% |