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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 | $2,853 | $32,037-91.1% | $69,182-95.9% | $62,881-95.5% |
| Participation rate | 33.3% | 43.4%-10.1pp | 55.1%-21.8pp | 69.3%-36.0pp |
| Annual return | 11.23% | 15.16%-3.9pp | -21.93%+33.2pp | 20.14%-8.9pp |
| Employer contribution / active EE | $166 | $679-75.5% | $1,206-86.2% | $2,281-92.7% |
| Participant deferral / active EE | $219 | $1,185-81.6% | $1,897-88.5% | $3,203-93.2% |
| Admin fee / account holder | $916 | $2,608-64.9% | $2,697-66.0% | $4,296-78.7% |