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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 | $1,954 | $124,980-98.4% | $108,359-98.2% | $154,746-98.7% |
| Participation rate | 62.5% | 75.2%-12.7pp | 70.1%-7.6pp | 80.7%-18.2pp |
| Annual return | 17.83% | 45.00%-27.2pp | 36.89%-19.1pp | 172.34%-154.5pp |
| Employer contribution / active EE | $0 | $2,851-100.0% | $2,399-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $869 | $4,743-81.7% | $4,137-79.0% | $6,730-87.1% |
| Admin fee / account holder | $972 | $11,502-91.5% | $9,741-90.0% | $14,365-93.2% |