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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 | $5,785 | $63,845-90.9% | $81,370-92.9% | $80,959-92.9% |
| Participation rate | 28.1% | 63.9%-35.8pp | 69.5%-41.4pp | 67.7%-39.5pp |
| Annual return | 14.33% | 16.37%-2.0pp | 24.85%-10.5pp | 35.67%-21.3pp |
| Employer contribution / active EE | $0 | $1,980-100.0% | $2,464-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $686 | $3,093-77.8% | $3,885-82.3% | $4,300-84.1% |
| Admin fee / account holder | $917 | $5,688-83.9% | $5,749-84.1% | $6,925-86.8% |