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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 | $1,959 | $101,618-98.1% | $93,063-97.9% | $137,256-98.6% |
| Participation rate | 25.0% | 74.9%-49.9pp | 72.1%-47.1pp | 80.0%-55.0pp |
| Annual return | 16.26% | 223.95%-207.7pp | 34.15%-17.9pp | 220.34%-204.1pp |
| Employer contribution / active EE | $0 | $2,707-100.0% | $2,476-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $118 | $4,279-97.2% | $3,958-97.0% | $6,407-98.2% |
| Admin fee / account holder | $1,461 | $6,198-76.4% | $6,033-75.8% | $12,270-88.1% |