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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 | $1,341 | $65,712-98.0% | $57,196-97.7% | $273,972-99.5% |
| Participation rate | 29.2% | 78.3%-49.2pp | 75.3%-46.2pp | 83.0%-53.8pp |
| Annual return | 7.13% | 22.01%-14.9pp | 14.59%-7.5pp | 41.46%-34.3pp |
| Employer contribution / active EE | $0 | $3,280-100.0% | $2,683-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $229 | $3,782-94.0% | $3,096-92.6% | $5,287-95.7% |
| Admin fee / account holder | $334 | $4,838-93.1% | $3,141-89.4% | $10,133-96.7% |