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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 | $6,491 | $57,073-88.6% | $85,126-92.4% | $80,925-92.0% |
| Participation rate | 3.2% | 56.4%-53.2pp | 67.5%-64.3pp | 67.7%-64.4pp |
| Annual return | 11.21% | 21.69%-10.5pp | 66.63%-55.4pp | 35.65%-24.4pp |
| Employer contribution / active EE | $0 | $1,801-100.0% | $2,731-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $141 | $3,113-95.5% | $4,523-96.9% | $4,299-96.7% |
| Admin fee / account holder | $2,110 | $4,988-57.7% | $6,160-65.7% | $6,940-69.6% |