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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 | $8,499 | $106,524-92.0% | $152,301-94.4% | $87,485-90.3% |
| Participation rate | 2.3% | 75.8%-73.4pp | 82.4%-80.1pp | 68.9%-66.6pp |
| Annual return | 23.19% | 26.89%-3.7pp | 80.50%-57.3pp | 26.06%-2.9pp |
| Employer contribution / active EE | $0 | $3,371-100.0% | $4,624-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $86 | $6,525-98.7% | $8,004-98.9% | $4,274-98.0% |
| Admin fee / account holder | $2,562 | $8,287-69.1% | $14,398-82.2% | $7,775-67.0% |