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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 | $4,087 | $67,602-94.0% | $82,312-95.0% | $70,126-94.2% |
| Participation rate | 19.2% | 72.8%-53.5pp | 76.9%-57.7pp | 69.5%-50.3pp |
| Annual return | 15.83% | 21.57%-5.7pp | 25.88%-10.1pp | 73.15%-57.3pp |
| Employer contribution / active EE | $0 | $1,755-100.0% | $2,428-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $905 | $2,987-69.7% | $3,706-75.6% | $3,332-72.8% |
| Admin fee / account holder | $41,425 | $4,512+818.2% | $5,608+638.7% | $4,645+791.7% |