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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 | $69,273-98.3% | $90,796-98.7% | $82,637-98.6% |
| Participation rate | 8.3% | 64.0%-55.7pp | 69.5%-61.2pp | 68.1%-59.7pp |
| Annual return | 29.22% | 18.37%+10.8pp | 19.29%+9.9pp | 53.51%-24.3pp |
| Employer contribution / active EE | $0 | $1,865-100.0% | $2,294-100.0% | $2,552-100.0% |
| Participant deferral / active EE | $86 | $3,047-97.2% | $3,822-97.8% | $4,126-97.9% |
| Admin fee / account holder | $356 | $5,511-93.5% | $7,024-94.9% | $7,339-95.2% |