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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 | $9,761 | $94,031-89.6% | $115,768-91.6% | $82,448-88.2% |
| Participation rate | 27.6% | 70.4%-42.8pp | 74.4%-46.8pp | 68.1%-40.5pp |
| Annual return | 16.24% | 20.61%-4.4pp | 100.46%-84.2pp | 41.64%-25.4pp |
| Employer contribution / active EE | $0 | $2,323-100.0% | $2,940-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $821 | $3,972-79.3% | $4,917-83.3% | $4,139-80.2% |
| Admin fee / account holder | $882 | $10,249-91.4% | $12,439-92.9% | $7,234-87.8% |