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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 | $2,759 | $77,896-96.5% | $134,172-97.9% | $82,448-96.7% |
| Participation rate | 33.9% | 62.8%-28.9pp | 72.5%-38.5pp | 68.1%-34.1pp |
| Annual return | 12.87% | 18.21%-5.3pp | 25.30%-12.4pp | 41.64%-28.8pp |
| Employer contribution / active EE | $0 | $2,159-100.0% | $3,420-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $113 | $3,162-96.4% | $4,690-97.6% | $4,139-97.3% |
| Admin fee / account holder | $461 | $6,336-92.7% | $12,016-96.2% | $7,234-93.6% |