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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 | $441 | $36,948-98.8% | $73,658-99.4% | $87,485-99.5% |
| Participation rate | 33.3% | 46.8%-13.5pp | 57.0%-23.7pp | 68.9%-35.6pp |
| Annual return | 19.33% | 28.64%-9.3pp | 29.72%-10.4pp | 26.06%-6.7pp |
| Employer contribution / active EE | $0 | $670-100.0% | $1,032-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $200 | $1,379-85.5% | $2,062-90.3% | $4,274-95.3% |
| Admin fee / account holder | $422 | $2,531-83.3% | $3,357-87.4% | $7,775-94.6% |