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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 | $5,620 | $57,590-90.2% | $86,233-93.5% | $82,448-93.2% |
| Participation rate | 36.0% | 57.9%-21.9pp | 69.0%-33.0pp | 68.1%-32.1pp |
| Annual return | 13.65% | 22.41%-8.8pp | 61.39%-47.7pp | 41.64%-28.0pp |
| Employer contribution / active EE | $0 | $1,655-100.0% | $2,504-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $645 | $3,080-79.1% | $4,559-85.9% | $4,139-84.4% |
| Admin fee / account holder | $2,411 | $4,730-49.0% | $8,342-71.1% | $7,234-66.7% |