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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 | $4,873 | $32,037-84.8% | $69,182-93.0% | $62,881-92.3% |
| Participation rate | 3.1% | 43.4%-40.3pp | 55.1%-52.0pp | 69.3%-66.2pp |
| Annual return | 7.95% | 15.16%-7.2pp | -21.93%+29.9pp | 20.14%-12.2pp |
| Employer contribution / active EE | $0 | $679-100.0% | $1,206-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $94 | $1,185-92.0% | $1,897-95.0% | $3,203-97.1% |
| Admin fee / account holder | $369 | $2,608-85.9% | $2,697-86.3% | $4,296-91.4% |