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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 | $10,017 | $84,236-88.1% | $170,439-94.1% | $70,124-85.7% |
| Participation rate | 35.7% | 70.8%-35.1pp | 83.6%-47.9pp | 69.5%-33.8pp |
| Annual return | 21.81% | 23.06%-1.2pp | 205.94%-184.1pp | 73.14%-51.3pp |
| Employer contribution / active EE | $0 | $3,387-100.0% | $5,433-100.0% | $2,342-100.0% |
| Participant deferral / active EE | $532 | $3,086-82.7% | $4,939-89.2% | $3,332-84.0% |
| Admin fee / account holder | $491 | $5,698-91.4% | $13,881-96.5% | $4,645-89.4% |