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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 | $3,090 | $58,627-94.7% | $76,735-96.0% | $82,448-96.3% |
| Participation rate | 34.4% | 63.2%-28.8pp | 69.5%-35.1pp | 68.1%-33.7pp |
| Annual return | 16.19% | 39.10%-22.9pp | 29.77%-13.6pp | 41.64%-25.4pp |
| Employer contribution / active EE | $0 | $1,729-100.0% | $2,454-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $372 | $3,134-88.1% | $4,088-90.9% | $4,139-91.0% |
| Admin fee / account holder | $843 | $5,323-84.2% | $7,189-88.3% | $7,234-88.4% |