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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 | $4,909 | $51,606-90.5% | $129,339-96.2% | $80,911-93.9% |
| Participation rate | 11.5% | 57.0%-45.4pp | 69.6%-58.1pp | 67.6%-56.1pp |
| Annual return | 14.79% | 20.76%-6.0pp | 9437.05%-9422.3pp | 35.63%-20.8pp |
| Employer contribution / active EE | $0 | $1,582-100.0% | $4,154-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $449 | $2,669-83.2% | $4,170-89.2% | $4,297-89.5% |
| Admin fee / account holder | $2,345 | $4,310-45.6% | $7,668-69.4% | $6,935-66.2% |