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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 | $3,372 | $65,367-94.8% | $92,915-96.4% | $72,976-95.4% |
| Participation rate | 62.1% | 68.3%-6.2pp | 76.0%-13.9pp | 69.5%-7.4pp |
| Annual return | 16.67% | 42.11%-25.4pp | 109.45%-92.8pp | 81.02%-64.3pp |
| Employer contribution / active EE | $0 | $2,594-100.0% | $3,653-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $606 | $3,128-80.6% | $4,238-85.7% | $3,608-83.2% |
| Admin fee / account holder | $603 | $4,251-85.8% | $5,796-89.6% | $5,124-88.2% |