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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 | $1,618 | $81,262-98.0% | $155,602-99.0% | $80,911-98.0% |
| Participation rate | 64.1% | 66.2%-2.1pp | 78.2%-14.1pp | 67.6%-3.5pp |
| Annual return | 11.80% | 33.34%-21.5pp | 64.81%-53.0pp | 35.63%-23.8pp |
| Employer contribution / active EE | $0 | $3,102-100.0% | $4,675-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $315 | $3,451-90.9% | $5,629-94.4% | $4,297-92.7% |
| Admin fee / account holder | $753 | $7,992-90.6% | $15,923-95.3% | $6,935-89.1% |