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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 | $1,622 | $87,546-98.1% | $75,784-97.9% | $125,389-98.7% |
| Participation rate | 20.0% | 80.2%-60.2pp | 75.8%-55.8pp | 83.2%-63.2pp |
| Annual return | 1.54% | 13.49%-11.9pp | 9.68%-8.1pp | 282.24%-280.7pp |
| Employer contribution / active EE | $0 | $3,930-100.0% | $3,323-100.0% | $4,866-100.0% |
| Participant deferral / active EE | $347 | $4,230-91.8% | $3,652-90.5% | $5,352-93.5% |
| Admin fee / account holder | $3,348 | $6,503-48.5% | $5,300-36.8% | $9,541-64.9% |