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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 | $1,700 | $102,245-98.3% | $89,340-98.1% | $137,256-98.8% |
| Participation rate | 46.2% | 74.9%-28.7pp | 69.6%-23.4pp | 80.0%-33.8pp |
| Annual return | 15.21% | 21.89%-6.7pp | 20.57%-5.4pp | 220.34%-205.1pp |
| Employer contribution / active EE | $0 | $2,529-100.0% | $2,231-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $544 | $4,436-87.7% | $3,823-85.8% | $6,407-91.5% |
| Admin fee / account holder | $1,389 | $8,085-82.8% | $6,704-79.3% | $12,270-88.7% |