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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 | $1,845 | $57,590-96.8% | $86,233-97.9% | $82,448-97.8% |
| Participation rate | 15.9% | 57.9%-42.0pp | 69.0%-53.1pp | 68.1%-52.2pp |
| Annual return | 22.73% | 22.41%+0.3pp | 61.39%-38.7pp | 41.64%-18.9pp |
| Employer contribution / active EE | $0 | $1,655-100.0% | $2,504-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $215 | $3,080-93.0% | $4,559-95.3% | $4,139-94.8% |
| Admin fee / account holder | $530 | $4,730-88.8% | $8,342-93.6% | $7,234-92.7% |