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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 | $3,775 | $112,729-96.7% | $98,716-96.2% | $137,256-97.2% |
| Participation rate | 8.3% | 74.2%-65.9pp | 69.3%-61.0pp | 80.0%-71.6pp |
| Annual return | 15.36% | 38.48%-23.1pp | 31.81%-16.4pp | 220.34%-205.0pp |
| Employer contribution / active EE | $0 | $2,725-100.0% | $2,279-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $54 | $4,640-98.8% | $4,048-98.7% | $6,407-99.2% |
| Admin fee / account holder | $762 | $10,129-92.5% | $8,703-91.2% | $12,270-93.8% |