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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 | $2,802 | $32,037-91.3% | $69,182-95.9% | $62,881-95.5% |
| Participation rate | 13.3% | 43.4%-30.1pp | 55.1%-41.8pp | 69.3%-56.0pp |
| Annual return | 5.15% | 15.16%-10.0pp | -21.93%+27.1pp | 20.14%-15.0pp |
| Employer contribution / active EE | $86 | $679-87.4% | $1,206-92.9% | $2,281-96.2% |
| Participant deferral / active EE | $137 | $1,185-88.4% | $1,897-92.8% | $3,203-95.7% |
| Admin fee / account holder | $467 | $2,608-82.1% | $2,697-82.7% | $4,296-89.1% |