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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 | $1,160 | $72,607-98.4% | $90,259-98.7% | $87,485-98.7% |
| Participation rate | 8.3% | 64.8%-56.5pp | 70.7%-62.4pp | 68.9%-60.6pp |
| Annual return | 29.22% | 18.59%+10.6pp | 18.88%+10.3pp | 26.06%+3.2pp |
| Employer contribution / active EE | $0 | $1,919-100.0% | $2,291-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $86 | $3,055-97.2% | $3,827-97.8% | $4,274-98.0% |
| Admin fee / account holder | $356 | $5,947-94.0% | $7,267-95.1% | $7,775-95.4% |