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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 | $3,117 | $115,917-97.3% | $100,535-96.9% | $158,982-98.0% |
| Participation rate | 25.0% | 81.6%-56.6pp | 79.4%-54.4pp | 82.0%-57.0pp |
| Annual return | 10.21% | 34.80%-24.6pp | 30.90%-20.7pp | 302.99%-292.8pp |
| Employer contribution / active EE | $0 | $4,105-100.0% | $3,419-100.0% | $4,763-100.0% |
| Participant deferral / active EE | $312 | $6,677-95.3% | $6,271-95.0% | $5,983-94.8% |
| Admin fee / account holder | $152,076 | $11,002+1282.3% | $8,085+1781.1% | $11,252+1251.6% |