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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 | $2,308 | $97,881-97.6% | $80,004-97.1% | $125,389-98.2% |
| Participation rate | 23.1% | 77.9%-54.8pp | 73.0%-49.9pp | 83.2%-60.1pp |
| Annual return | -0.82% | 9.36%-10.2pp | 7.63%-8.5pp | 282.24%-283.1pp |
| Employer contribution / active EE | $0 | $3,128-100.0% | $2,473-100.0% | $4,866-100.0% |
| Participant deferral / active EE | $190 | $3,744-94.9% | $3,204-94.1% | $5,352-96.5% |
| Admin fee / account holder | $1,467 | $6,278-76.6% | $5,033-70.9% | $9,541-84.6% |