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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 | $2,779 | $52,279-94.7% | $89,414-96.9% | $79,852-96.5% |
| Participation rate | 9.6% | 57.5%-47.9pp | 68.0%-58.4pp | 69.6%-60.0pp |
| Annual return | 20.25% | 22.16%-1.9pp | 245.50%-225.3pp | 31.72%-11.5pp |
| Employer contribution / active EE | $0 | $1,572-100.0% | $2,586-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $138 | $2,740-95.0% | $3,890-96.5% | $3,740-96.3% |
| Admin fee / account holder | $893 | $3,356-73.4% | $4,883-81.7% | $5,306-83.2% |