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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 | $2,470 | $138,393-98.2% | $184,256-98.7% | $80,959-96.9% |
| Participation rate | 7.4% | 83.9%-76.5pp | 86.8%-79.5pp | 67.7%-60.3pp |
| Annual return | 14.63% | 20.01%-5.4pp | 28.85%-14.2pp | 35.67%-21.0pp |
| Employer contribution / active EE | $0 | $4,847-100.0% | $6,427-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $146 | $7,076-97.9% | $9,133-98.4% | $4,300-96.6% |
| Admin fee / account holder | $1,397 | $10,489-86.7% | $13,899-90.0% | $6,925-79.8% |