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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 | $3,666 | $71,208-94.9% | $93,681-96.1% | $80,911-95.5% |
| Participation rate | 20.7% | 60.4%-39.7pp | 68.7%-48.0pp | 67.6%-47.0pp |
| Annual return | 21.31% | 11.27%+10.0pp | 133.47%-112.2pp | 35.63%-14.3pp |
| Employer contribution / active EE | $0 | $1,564-100.0% | $2,422-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $694 | $4,035-82.8% | $4,415-84.3% | $4,297-83.8% |
| Admin fee / account holder | $315 | $6,951-95.5% | $8,290-96.2% | $6,935-95.5% |