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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 | $3,674 | $100,262-96.3% | $81,370-95.5% | $145,897-97.5% |
| Participation rate | 29.4% | 74.3%-44.9pp | 69.5%-40.1pp | 80.3%-50.9pp |
| Annual return | 11.13% | 34.52%-23.4pp | 24.85%-13.7pp | 552.29%-541.2pp |
| Employer contribution / active EE | $0 | $2,979-100.0% | $2,464-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $324 | $4,612-93.0% | $3,885-91.7% | $6,689-95.2% |
| Admin fee / account holder | $626 | $8,163-92.3% | $5,749-89.1% | $13,390-95.3% |