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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 | $1,967 | $84,236-97.7% | $170,435-98.8% | $70,126-97.2% |
| Participation rate | 27.0% | 70.8%-43.8pp | 83.6%-56.6pp | 69.5%-42.6pp |
| Annual return | 20.63% | 23.06%-2.4pp | 205.94%-185.3pp | 73.15%-52.5pp |
| Employer contribution / active EE | $0 | $3,387-100.0% | $5,432-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $174 | $3,086-94.3% | $4,939-96.5% | $3,332-94.8% |
| Admin fee / account holder | $800 | $5,698-86.0% | $13,881-94.2% | $4,645-82.8% |