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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 | $4,850 | $54,541-91.1% | $78,778-93.8% | $70,126-93.1% |
| Participation rate | 7.9% | 60.8%-52.9pp | 69.2%-61.3pp | 69.5%-61.6pp |
| Annual return | 21.79% | 21.07%+0.7pp | 35.62%-13.8pp | 73.15%-51.4pp |
| Employer contribution / active EE | $0 | $1,089-100.0% | $1,986-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $120 | $2,210-94.6% | $2,958-96.0% | $3,332-96.4% |
| Admin fee / account holder | $1,138 | $3,709-69.3% | $5,134-77.8% | $4,645-75.5% |