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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 | $1,055 | $69,248-98.5% | $64,101-98.4% | $139,466-99.2% |
| Participation rate | 54.5% | 75.6%-21.1pp | 72.3%-17.8pp | 80.3%-25.8pp |
| Annual return | 16.09% | 45.95%-29.9pp | 33.72%-17.6pp | 373.66%-357.6pp |
| Employer contribution / active EE | $0 | $3,185-100.0% | $2,749-100.0% | $4,754-100.0% |
| Participant deferral / active EE | $507 | $4,682-89.2% | $3,881-86.9% | $6,712-92.4% |
| Admin fee / account holder | $332 | $4,247-92.2% | $3,070-89.2% | $11,409-97.1% |