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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 | $775 | $94,439-99.2% | $73,658-98.9% | $154,746-99.5% |
| Participation rate | 60.0% | 64.7%-4.7pp | 57.0%+3.0pp | 80.7%-20.7pp |
| Annual return | 19.60% | 28.25%-8.6pp | 29.72%-10.1pp | 172.34%-152.7pp |
| Employer contribution / active EE | $0 | $1,257-100.0% | $1,032-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $251 | $2,527-90.1% | $2,062-87.8% | $6,730-96.3% |
| Admin fee / account holder | $434 | $3,843-88.7% | $3,357-87.1% | $14,365-97.0% |