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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 | $2,727 | $64,920-95.8% | $103,693-97.4% | $86,983-96.9% |
| Participation rate | 51.4% | 63.6%-12.2pp | 72.6%-21.2pp | 69.5%-18.1pp |
| Annual return | 13.66% | 30.29%-16.6pp | 47.61%-33.9pp | 25.83%-12.2pp |
| Employer contribution / active EE | $86 | $2,141-96.0% | $2,920-97.1% | $2,584-96.7% |
| Participant deferral / active EE | $141 | $3,241-95.7% | $4,579-96.9% | $4,194-96.6% |
| Admin fee / account holder | $665 | $6,191-89.3% | $7,858-91.5% | $7,856-91.5% |