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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 | $2,685 | $43,749-93.9% | $158,223-98.3% | $65,306-95.9% |
| Participation rate | 69.4% | 56.9%+12.5pp | 79.2%-9.8pp | 57.7%+11.7pp |
| Annual return | 12.74% | 19.41%-6.7pp | 52.09%-39.3pp | 21.94%-9.2pp |
| Employer contribution / active EE | $0 | $1,497-100.0% | $4,109-100.0% | $1,967-100.0% |
| Participant deferral / active EE | $569 | $2,019-71.8% | $5,467-89.6% | $2,959-80.8% |
| Admin fee / account holder | $1,198 | $1,930-37.9% | $16,047-92.5% | $3,480-65.6% |