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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 | $4,827 | $48,277-90.0% | $67,511-92.8% | $80,874-94.0% |
| Participation rate | 60.0% | 66.4%-6.4pp | 72.9%-12.9pp | 67.6%-7.6pp |
| Annual return | 13.43% | 18.27%-4.8pp | 3517.41%-3504.0pp | 35.62%-22.2pp |
| Employer contribution / active EE | $0 | $2,021-100.0% | $2,733-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $781 | $2,926-73.3% | $4,000-80.5% | $4,297-81.8% |
| Admin fee / account holder | $756 | $3,687-79.5% | $3,999-81.1% | $6,935-89.1% |