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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 | $3,930 | $58,627-93.3% | $76,735-94.9% | $82,448-95.2% |
| Participation rate | 6.9% | 63.2%-56.3pp | 69.5%-62.6pp | 68.1%-61.2pp |
| Annual return | 18.56% | 39.10%-20.5pp | 29.77%-11.2pp | 41.64%-23.1pp |
| Employer contribution / active EE | $0 | $1,729-100.0% | $2,454-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $176 | $3,134-94.4% | $4,088-95.7% | $4,139-95.7% |
| Admin fee / account holder | $2,477 | $5,323-53.5% | $7,189-65.5% | $7,234-65.8% |