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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 | $2,750 | $67,894-96.0% | $89,340-96.9% | $82,448-96.7% |
| Participation rate | 58.8% | 64.0%-5.2pp | 69.6%-10.7pp | 68.1%-9.2pp |
| Annual return | 24.12% | 19.21%+4.9pp | 20.57%+3.5pp | 41.64%-17.5pp |
| Employer contribution / active EE | $0 | $1,828-100.0% | $2,231-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $918 | $3,072-70.1% | $3,823-76.0% | $4,139-77.8% |
| Admin fee / account holder | $737 | $5,723-87.1% | $6,704-89.0% | $7,234-89.8% |