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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 | $1,663 | $41,016-95.9% | $152,093-98.9% | $64,097-97.4% |
| Participation rate | 54.1% | 51.3%+2.7pp | 77.8%-23.7pp | 55.2%-1.1pp |
| Annual return | 11.79% | 39.60%-27.8pp | 66.36%-54.6pp | 34.64%-22.9pp |
| Employer contribution / active EE | $0 | $1,342-100.0% | $4,175-100.0% | $1,891-100.0% |
| Participant deferral / active EE | $238 | $1,927-87.6% | $5,451-95.6% | $3,080-92.3% |
| Admin fee / account holder | $328 | $2,305-85.8% | $14,497-97.7% | $3,454-90.5% |