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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 | $4,454 | $41,377-89.2% | $109,313-95.9% | $62,881-92.9% |
| Participation rate | 6.9% | 57.5%-50.6pp | 71.3%-64.4pp | 69.3%-62.4pp |
| Annual return | 7.29% | 11.05%-3.8pp | 22.07%-14.8pp | 20.14%-12.9pp |
| Employer contribution / active EE | $0 | $1,276-100.0% | $3,892-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $103 | $2,045-95.0% | $3,166-96.8% | $3,203-96.8% |
| Admin fee / account holder | $1,939 | $2,884-32.8% | $5,666-65.8% | $4,296-54.9% |