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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 | $3,039 | $52,678-94.2% | $75,784-96.0% | $59,633-94.9% |
| Participation rate | 53.0% | 67.2%-14.2pp | 75.8%-22.8pp | 68.7%-15.6pp |
| Annual return | 32.08% | 2.95%+29.1pp | 9.68%+22.4pp | 2041.45%-2009.4pp |
| Employer contribution / active EE | $0 | $2,193-100.0% | $3,323-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $552 | $2,591-78.7% | $3,652-84.9% | $3,192-82.7% |
| Admin fee / account holder | $1,401 | $3,610-61.2% | $5,300-73.6% | $4,297-67.4% |