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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 | $3,053 | $87,166-96.5% | $76,735-96.0% | $137,256-97.8% |
| Participation rate | 45.5% | 74.4%-28.9pp | 69.5%-24.0pp | 80.0%-34.5pp |
| Annual return | 11.12% | 26.50%-15.4pp | 29.77%-18.6pp | 220.34%-209.2pp |
| Employer contribution / active EE | $0 | $2,904-100.0% | $2,454-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $85 | $4,726-98.2% | $4,088-97.9% | $6,407-98.7% |
| Admin fee / account holder | $807 | $8,403-90.4% | $7,189-88.8% | $12,270-93.4% |