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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 | $1,867 | $84,518-97.8% | $67,704-97.2% | $125,388-98.5% |
| Participation rate | 41.2% | 74.8%-33.6pp | 67.5%-26.3pp | 83.2%-42.0pp |
| Annual return | 1.92% | 2.57%-0.6pp | 25.41%-23.5pp | 282.24%-280.3pp |
| Employer contribution / active EE | $162 | $3,292-95.1% | $2,559-93.7% | $4,866-96.7% |
| Participant deferral / active EE | $225 | $4,430-94.9% | $3,585-93.7% | $5,352-95.8% |
| Admin fee / account holder | $686 | $5,340-87.2% | $4,255-83.9% | $9,541-92.8% |