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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 | $3,663 | $35,986-89.8% | $77,513-95.3% | $73,493-95.0% |
| Participation rate | 7.3% | 40.8%-33.6pp | 54.2%-46.9pp | 70.7%-63.4pp |
| Annual return | 20.03% | 19.26%+0.8pp | 54.81%-34.8pp | 28.51%-8.5pp |
| Employer contribution / active EE | $0 | $557-100.0% | $987-100.0% | $2,270-100.0% |
| Participant deferral / active EE | $226 | $1,198-81.1% | $1,861-87.9% | $3,740-94.0% |
| Admin fee / account holder | $1,259 | $466+170.2% | $2,859-56.0% | $513+145.3% |