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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 | $3,851 | $73,863-94.8% | $143,797-97.3% | $68,490-94.4% |
| Participation rate | 8.9% | 66.7%-57.8pp | 80.3%-71.4pp | 67.9%-59.0pp |
| Annual return | 19.21% | 0.91%+18.3pp | -0.04%+19.2pp | -7.85%+27.1pp |
| Employer contribution / active EE | $0 | $3,185-100.0% | $4,952-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $287 | $3,385-91.5% | $5,638-94.9% | $4,028-92.9% |
| Admin fee / account holder | $407 | $5,756-92.9% | $14,679-97.2% | $5,403-92.5% |