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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 | $4,813 | $38,967-87.6% | $86,233-94.4% | $79,634-94.0% |
| Participation rate | 1.1% | 34.1%-33.0pp | 69.0%-67.9pp | 62.5%-61.4pp |
| Annual return | 18.23% | 49.90%-31.7pp | 61.39%-43.2pp | 36.46%-18.2pp |
| Employer contribution / active EE | $0 | $868-100.0% | $2,504-100.0% | $2,529-100.0% |
| Participant deferral / active EE | $132 | $1,663-92.1% | $4,559-97.1% | $3,835-96.6% |
| Admin fee / account holder | $1,646 | $2,660-38.1% | $8,342-80.3% | $1,002+64.3% |