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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 | $4,403 | $84,236-94.8% | $170,439-97.4% | $70,124-93.7% |
| Participation rate | 50.0% | 70.8%-20.8pp | 83.6%-33.6pp | 69.5%-19.5pp |
| Annual return | 13.24% | 23.06%-9.8pp | 205.94%-192.7pp | 73.14%-59.9pp |
| Employer contribution / active EE | $0 | $3,387-100.0% | $5,433-100.0% | $2,342-100.0% |
| Participant deferral / active EE | $514 | $3,086-83.3% | $4,939-89.6% | $3,332-84.6% |
| Admin fee / account holder | $643 | $5,698-88.7% | $13,881-95.4% | $4,645-86.2% |