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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 | $6,155 | $72,269-91.5% | $101,271-93.9% | $79,852-92.3% |
| Participation rate | 8.8% | 68.5%-59.6pp | 75.8%-67.0pp | 69.6%-60.8pp |
| Annual return | 14.26% | 22.29%-8.0pp | 46.48%-32.2pp | 31.72%-17.5pp |
| Employer contribution / active EE | $0 | $2,692-100.0% | $3,660-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $312 | $3,282-90.5% | $4,371-92.9% | $3,740-91.7% |
| Admin fee / account holder | $649 | $4,401-85.2% | $5,948-89.1% | $5,306-87.8% |