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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 | $4,714 | $56,054-91.6% | $171,082-97.2% | $62,881-92.5% |
| Participation rate | 26.5% | 62.9%-36.4pp | 76.7%-50.2pp | 69.3%-42.8pp |
| Annual return | 17.04% | 22.52%-5.5pp | 32.56%-15.5pp | 20.14%-3.1pp |
| Employer contribution / active EE | $0 | $1,731-100.0% | $4,002-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $602 | $3,158-81.0% | $4,797-87.5% | $3,203-81.2% |
| Admin fee / account holder | $452 | $3,647-87.6% | $8,520-94.7% | $4,296-89.5% |