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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 | $3,687 | $45,050-91.8% | $63,018-94.1% | $70,126-94.7% |
| Participation rate | 24.2% | 69.5%-45.3pp | 74.8%-50.6pp | 69.5%-45.3pp |
| Annual return | 21.45% | 18.76%+2.7pp | 87.62%-66.2pp | 73.15%-51.7pp |
| Employer contribution / active EE | $0 | $2,052-100.0% | $2,761-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $377 | $2,466-84.7% | $3,330-88.7% | $3,332-88.7% |
| Admin fee / account holder | $497 | $2,834-82.5% | $3,601-86.2% | $4,645-89.3% |