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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 | $4,008 | $65,712-93.9% | $57,196-93.0% | $273,972-98.5% |
| Participation rate | 68.8% | 78.3%-9.6pp | 75.3%-6.6pp | 83.0%-14.3pp |
| Annual return | 7.34% | 22.01%-14.7pp | 14.59%-7.3pp | 41.46%-34.1pp |
| Employer contribution / active EE | $0 | $3,280-100.0% | $2,683-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $578 | $3,782-84.7% | $3,096-81.3% | $5,287-89.1% |
| Admin fee / account holder | $362 | $4,838-92.5% | $3,141-88.5% | $10,133-96.4% |