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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 | $4,893 | $54,541-91.0% | $78,778-93.8% | $70,126-93.0% |
| Participation rate | 24.4% | 60.8%-36.4pp | 69.2%-44.8pp | 69.5%-45.2pp |
| Annual return | 19.52% | 21.07%-1.6pp | 35.62%-16.1pp | 73.15%-53.6pp |
| Employer contribution / active EE | $0 | $1,089-100.0% | $1,986-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $338 | $2,210-84.7% | $2,958-88.6% | $3,332-89.9% |
| Admin fee / account holder | $667 | $3,709-82.0% | $5,134-87.0% | $4,645-85.6% |