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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 | $12,478 | $50,643-75.4% | $106,619-88.3% | $55,167-77.4% |
| Participation rate | 7.0% | 65.6%-58.5pp | 78.0%-71.0pp | 69.0%-62.0pp |
| Annual return | 5.59% | 7.02%-1.4pp | 9.42%-3.8pp | 169.23%-163.6pp |
| Employer contribution / active EE | $0 | $1,626-100.0% | $3,947-100.0% | $1,963-100.0% |
| Participant deferral / active EE | $275 | $2,208-87.5% | $3,930-93.0% | $3,054-91.0% |
| Admin fee / account holder | $321 | $488-34.2% | $6,418-95.0% | $504-36.3% |