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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 | $5,482 | $49,255-88.9% | $70,494-92.2% | $79,856-93.1% |
| Participation rate | 25.0% | 69.2%-44.2pp | 75.1%-50.1pp | 69.6%-44.6pp |
| Annual return | 10.53% | 30.10%-19.6pp | 109.16%-98.6pp | 31.71%-21.2pp |
| Employer contribution / active EE | $0 | $2,100-100.0% | $2,738-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $347 | $2,768-87.5% | $3,711-90.6% | $3,741-90.7% |
| Admin fee / account holder | $487 | $2,879-83.1% | $3,848-87.4% | $5,306-90.8% |