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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 | $1,924 | $73,978-97.4% | $96,515-98.0% | $75,173-97.4% |
| Participation rate | 9.8% | 66.4%-56.7pp | 74.3%-64.6pp | 67.2%-57.4pp |
| Annual return | 14.58% | 26.72%-12.1pp | 35.73%-21.1pp | 160.72%-146.1pp |
| Employer contribution / active EE | $0 | $2,931-100.0% | $3,740-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $11 | $3,660-99.7% | $4,880-99.8% | $4,126-99.7% |
| Admin fee / account holder | $657 | $5,219-87.4% | $6,735-90.2% | $5,651-88.4% |