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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 | $5,438 | $72,492-92.5% | $87,104-93.8% | $72,975-92.5% |
| Participation rate | 15.6% | 72.8%-57.3pp | 76.9%-61.3pp | 69.5%-53.9pp |
| Annual return | 17.29% | 24.46%-7.2pp | 28.19%-10.9pp | 81.01%-63.7pp |
| Employer contribution / active EE | $0 | $1,894-100.0% | $2,521-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $515 | $3,270-84.3% | $4,048-87.3% | $3,608-85.7% |
| Admin fee / account holder | $4,482 | $5,055-11.3% | $7,491-40.2% | $5,124-12.5% |