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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 | $3,962 | $48,364-91.8% | $71,796-94.5% | $62,881-93.7% |
| Participation rate | 30.0% | 60.6%-30.6pp | 69.1%-39.1pp | 69.3%-39.3pp |
| Annual return | 11.22% | 13.16%-1.9pp | 78.04%-66.8pp | 20.14%-8.9pp |
| Employer contribution / active EE | $264 | $1,042-74.6% | $1,924-86.3% | $2,281-88.4% |
| Participant deferral / active EE | $481 | $2,091-77.0% | $2,794-82.8% | $3,203-85.0% |
| Admin fee / account holder | $471 | $3,771-87.5% | $4,815-90.2% | $4,296-89.0% |