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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 | $2,583 | $49,025-94.7% | $87,502-97.0% | $62,881-95.9% |
| Participation rate | 2.4% | 64.9%-62.5pp | 73.8%-71.5pp | 69.3%-66.9pp |
| Annual return | 5.03% | 10.02%-5.0pp | 12.21%-7.2pp | 20.14%-15.1pp |
| Employer contribution / active EE | $0 | $1,372-100.0% | $2,550-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $61 | $2,289-97.3% | $3,149-98.0% | $3,203-98.1% |
| Admin fee / account holder | $342 | $4,065-91.6% | $4,221-91.9% | $4,296-92.0% |