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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 | $1,857 | $52,279-96.4% | $89,400-97.9% | $79,858-97.7% |
| Participation rate | 50.8% | 57.5%-6.7pp | 68.0%-17.2pp | 69.6%-18.8pp |
| Annual return | 13.04% | 22.16%-9.1pp | 245.64%-232.6pp | 31.72%-18.7pp |
| Employer contribution / active EE | $0 | $1,572-100.0% | $2,586-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $402 | $2,740-85.3% | $3,890-89.7% | $3,740-89.3% |
| Admin fee / account holder | $494 | $3,356-85.3% | $4,882-89.9% | $5,306-90.7% |