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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 | $4,504 | $35,183-87.2% | $73,550-93.9% | $70,126-93.6% |
| Participation rate | 19.6% | 42.9%-23.4pp | 54.9%-35.4pp | 69.5%-50.0pp |
| Annual return | 17.18% | 26.90%-9.7pp | -15.16%+32.3pp | 73.15%-56.0pp |
| Employer contribution / active EE | $108 | $709-84.8% | $1,219-91.2% | $2,343-95.4% |
| Participant deferral / active EE | $206 | $1,220-83.1% | $1,804-88.6% | $3,332-93.8% |
| Admin fee / account holder | $567 | $2,302-75.4% | $2,320-75.6% | $4,645-87.8% |