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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 | $6,663 | $45,082-85.2% | $69,464-90.4% | $72,975-90.9% |
| Participation rate | 40.7% | 68.5%-27.8pp | 74.6%-33.9pp | 69.5%-28.7pp |
| Annual return | 17.75% | 22.66%-4.9pp | 28.98%-11.2pp | 81.01%-63.3pp |
| Employer contribution / active EE | $0 | $2,055-100.0% | $2,779-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $555 | $2,604-78.7% | $3,536-84.3% | $3,608-84.6% |
| Admin fee / account holder | $373 | $3,057-87.8% | $3,840-90.3% | $5,124-92.7% |