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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 | $3,887 | $104,098-96.3% | $140,514-97.2% | $94,015-95.9% |
| Participation rate | 43.1% | 73.7%-30.6pp | 77.8%-34.7pp | 70.8%-27.7pp |
| Annual return | 15.85% | 15.14%+0.7pp | 14.36%+1.5pp | 17.84%-2.0pp |
| Employer contribution / active EE | $0 | $2,388-100.0% | $3,378-100.0% | $2,790-100.0% |
| Participant deferral / active EE | $573 | $4,033-85.8% | $4,919-88.4% | $4,249-86.5% |
| Admin fee / account holder | $1,299 | $10,439-87.6% | $13,697-90.5% | $8,951-85.5% |