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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 | $1,850 | $70,532-97.4% | $68,948-97.3% | $137,256-98.7% |
| Participation rate | 50.0% | 81.0%-31.0pp | 79.2%-29.2pp | 80.0%-30.0pp |
| Annual return | 21.98% | 32.56%-10.6pp | 28.39%-6.4pp | 220.34%-198.4pp |
| Employer contribution / active EE | $0 | $4,355-100.0% | $4,165-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $520 | $6,773-92.3% | $6,186-91.6% | $6,407-91.9% |
| Admin fee / account holder | $450 | $7,916-94.3% | $7,539-94.0% | $12,270-96.3% |