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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 | $2,054 | $132,099-98.4% | $115,599-98.2% | $138,895-98.5% |
| Participation rate | 22.2% | 77.9%-55.6pp | 74.3%-52.1pp | 79.9%-57.7pp |
| Annual return | 17.09% | 176.76%-159.7pp | 111.10%-94.0pp | 145.39%-128.3pp |
| Employer contribution / active EE | $0 | $3,416-100.0% | $2,955-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $277 | $5,617-95.1% | $4,889-94.3% | $6,396-95.7% |
| Admin fee / account holder | $433 | $15,650-97.2% | $12,841-96.6% | $12,562-96.6% |