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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 | $10,348 | $84,236-87.7% | $170,435-93.9% | $70,126-85.2% |
| Participation rate | 15.0% | 70.8%-55.8pp | 83.6%-68.6pp | 69.5%-54.5pp |
| Annual return | 12.44% | 23.06%-10.6pp | 205.94%-193.5pp | 73.15%-60.7pp |
| Employer contribution / active EE | $0 | $3,387-100.0% | $5,432-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $307 | $3,086-90.1% | $4,939-93.8% | $3,332-90.8% |
| Admin fee / account holder | $1,228 | $5,698-78.4% | $13,881-91.2% | $4,645-73.6% |