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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 | $3,122 | $84,236-96.3% | $170,435-98.2% | $70,126-95.5% |
| Participation rate | 30.6% | 70.8%-40.2pp | 83.6%-53.0pp | 69.5%-38.9pp |
| Annual return | 18.55% | 23.06%-4.5pp | 205.94%-187.4pp | 73.15%-54.6pp |
| Employer contribution / active EE | $0 | $3,387-100.0% | $5,432-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $383 | $3,086-87.6% | $4,939-92.2% | $3,332-88.5% |
| Admin fee / account holder | $437 | $5,698-92.3% | $13,881-96.9% | $4,645-90.6% |