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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 | $2,597 | $56,894-95.4% | $84,753-96.9% | $62,881-95.9% |
| Participation rate | 3.8% | 68.5%-64.7pp | 76.6%-72.7pp | 69.3%-65.5pp |
| Annual return | 9.06% | 6.30%+2.8pp | 22.78%-13.7pp | 20.14%-11.1pp |
| Employer contribution / active EE | $0 | $2,400-100.0% | $3,574-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $321 | $2,709-88.2% | $3,712-91.4% | $3,203-90.0% |
| Admin fee / account holder | $5,729 | $3,581+60.0% | $5,333+7.4% | $4,296+33.4% |