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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 | $5,346 | $49,239-89.1% | $70,462-92.4% | $79,858-93.3% |
| Participation rate | 41.5% | 69.2%-27.6pp | 75.1%-33.5pp | 69.6%-28.1pp |
| Annual return | 17.57% | 30.08%-12.5pp | 109.08%-91.5pp | 31.72%-14.1pp |
| Employer contribution / active EE | $0 | $2,100-100.0% | $2,737-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $646 | $2,769-76.7% | $3,710-82.6% | $3,740-82.7% |
| Admin fee / account holder | $365 | $2,876-87.3% | $3,845-90.5% | $5,306-93.1% |