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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 | $4,006 | $72,486-94.5% | $87,103-95.4% | $72,976-94.5% |
| Participation rate | 4.3% | 72.8%-68.5pp | 76.9%-72.6pp | 69.5%-65.2pp |
| Annual return | 25.60% | 24.46%+1.1pp | 28.19%-2.6pp | 81.02%-55.4pp |
| Employer contribution / active EE | $0 | $1,894-100.0% | $2,521-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $147 | $3,270-95.5% | $4,049-96.4% | $3,608-95.9% |
| Admin fee / account holder | $1,226 | $5,055-75.8% | $7,491-83.6% | $5,124-76.1% |