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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 | $2,671 | $95,406-97.2% | $185,849-98.6% | $85,847-96.9% |
| Participation rate | 15.7% | 68.8%-53.1pp | 81.7%-66.0pp | 69.3%-53.6pp |
| Annual return | 12.02% | 23.59%-11.6pp | 122.10%-110.1pp | 318.61%-306.6pp |
| Employer contribution / active EE | $0 | $3,314-100.0% | $5,169-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $158 | $3,424-95.4% | $5,569-97.2% | $3,952-96.0% |
| Admin fee / account holder | $411 | $7,214-94.3% | $16,244-97.5% | $6,261-93.4% |