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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 | $1,889 | $95,406-98.0% | $185,849-99.0% | $85,847-97.8% |
| Participation rate | 3.0% | 68.8%-65.8pp | 81.7%-78.7pp | 69.3%-66.3pp |
| Annual return | 15.00% | 23.59%-8.6pp | 122.10%-107.1pp | 318.61%-303.6pp |
| Employer contribution / active EE | $0 | $3,314-100.0% | $5,169-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $176 | $3,424-94.9% | $5,569-96.8% | $3,952-95.5% |
| Admin fee / account holder | $2,468 | $7,214-65.8% | $16,244-84.8% | $6,261-60.6% |