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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 | $2,299 | $31,388-92.7% | $73,550-96.9% | $62,293-96.3% |
| Participation rate | 15.7% | 39.9%-24.2pp | 54.9%-39.2pp | 69.5%-53.8pp |
| Annual return | 21.54% | 25.34%-3.8pp | -15.16%+36.7pp | 28.90%-7.4pp |
| Employer contribution / active EE | $119 | $498-76.1% | $1,219-90.3% | $2,042-94.2% |
| Participant deferral / active EE | $185 | $1,028-82.0% | $1,804-89.8% | $3,169-94.2% |
| Admin fee / account holder | $345 | $299+15.3% | $2,320-85.1% | $479-28.0% |