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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 | $1,454 | $157,296-99.1% | $141,191-99.0% | $152,897-99.0% |
| Participation rate | 40.0% | 84.8%-44.8pp | 82.5%-42.5pp | 82.5%-42.5pp |
| Annual return | 16.23% | 64.34%-48.1pp | 71.41%-55.2pp | 345.43%-329.2pp |
| Employer contribution / active EE | $0 | $5,262-100.0% | $4,736-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $140 | $7,111-98.0% | $6,710-97.9% | $5,851-97.6% |
| Admin fee / account holder | $7,564 | $12,125-37.6% | $10,264-26.3% | $11,599-34.8% |