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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 | $2,245 | $91,198-97.5% | $178,503-98.7% | $79,856-97.2% |
| Participation rate | 13.6% | 69.2%-55.7pp | 81.9%-68.4pp | 69.6%-56.1pp |
| Annual return | 13.44% | 24.20%-10.8pp | 151.12%-137.7pp | 31.71%-18.3pp |
| Employer contribution / active EE | $0 | $3,257-100.0% | $5,011-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $188 | $3,237-94.2% | $5,202-96.4% | $3,741-95.0% |
| Admin fee / account holder | $482 | $6,748-92.9% | $13,987-96.6% | $5,306-90.9% |