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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 | $3,337 | $72,492-95.4% | $87,104-96.2% | $72,975-95.4% |
| Participation rate | 28.1% | 72.8%-44.7pp | 76.9%-48.7pp | 69.5%-41.4pp |
| Annual return | 32.09% | 24.46%+7.6pp | 28.19%+3.9pp | 81.01%-48.9pp |
| Employer contribution / active EE | $0 | $1,894-100.0% | $2,521-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $730 | $3,270-77.7% | $4,048-82.0% | $3,608-79.8% |
| Admin fee / account holder | $304 | $5,055-94.0% | $7,491-95.9% | $5,124-94.1% |