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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 | $2,530 | $81,504-96.9% | $102,437-97.5% | $80,959-96.9% |
| Participation rate | 11.1% | 66.9%-55.7pp | 74.5%-63.4pp | 67.7%-56.6pp |
| Annual return | 14.57% | 25.60%-11.0pp | 24.95%-10.4pp | 35.67%-21.1pp |
| Employer contribution / active EE | $0 | $3,104-100.0% | $3,871-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $254 | $3,871-93.4% | $5,060-95.0% | $4,300-94.1% |
| Admin fee / account holder | $917 | $6,719-86.3% | $8,388-89.1% | $6,925-86.8% |