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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 | $3,589 | $80,332-95.5% | $107,187-96.7% | $64,097-94.4% |
| Participation rate | 31.1% | 54.4%-23.3pp | 75.0%-44.0pp | 55.2%-24.1pp |
| Annual return | 13.93% | 24.26%-10.3pp | 204.55%-190.6pp | 34.64%-20.7pp |
| Employer contribution / active EE | $0 | $2,501-100.0% | $3,782-100.0% | $1,891-100.0% |
| Participant deferral / active EE | $432 | $3,109-86.1% | $5,096-91.5% | $3,080-86.0% |
| Admin fee / account holder | $2,467 | $4,314-42.8% | $9,162-73.1% | $3,454-28.6% |