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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 | $855 | $43,075-98.0% | $74,577-98.9% | $62,881-98.6% |
| Participation rate | 3.2% | 58.1%-54.8pp | 68.1%-64.9pp | 69.3%-66.1pp |
| Annual return | 21.35% | 17.50%+3.8pp | 20.47%+0.9pp | 20.14%+1.2pp |
| Employer contribution / active EE | $0 | $1,498-100.0% | $2,525-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $30 | $2,389-98.7% | $3,458-99.1% | $3,203-99.1% |
| Admin fee / account holder | $355 | $2,840-87.5% | $4,138-91.4% | $4,296-91.7% |