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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 | $2,974 | $72,486-95.9% | $87,103-96.6% | $72,976-95.9% |
| Participation rate | 69.0% | 72.8%-3.8pp | 76.9%-7.9pp | 69.5%-0.5pp |
| Annual return | 17.33% | 24.46%-7.1pp | 28.19%-10.9pp | 81.02%-63.7pp |
| Employer contribution / active EE | $0 | $1,894-100.0% | $2,521-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $698 | $3,270-78.6% | $4,049-82.7% | $3,608-80.6% |
| Admin fee / account holder | $1,043 | $5,055-79.4% | $7,491-86.1% | $5,124-79.6% |