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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 | $2,841 | $77,638-96.3% | $156,551-98.2% | $62,881-95.5% |
| Participation rate | 24.5% | 71.2%-46.7pp | 84.0%-59.5pp | 69.3%-44.8pp |
| Annual return | 5.89% | 50.33%-44.4pp | 32.23%-26.3pp | 20.14%-14.3pp |
| Employer contribution / active EE | $0 | $3,444-100.0% | $5,501-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $353 | $3,046-88.4% | $4,871-92.8% | $3,203-89.0% |
| Admin fee / account holder | $348 | $5,561-93.7% | $13,028-97.3% | $4,296-91.9% |