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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 | $2,170 | $81,233-97.3% | $155,567-98.6% | $80,874-97.3% |
| Participation rate | 19.7% | 66.2%-46.5pp | 78.2%-58.5pp | 67.6%-48.0pp |
| Annual return | 14.27% | 33.33%-19.1pp | 64.74%-50.5pp | 35.62%-21.3pp |
| Employer contribution / active EE | $0 | $3,101-100.0% | $4,674-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $414 | $3,452-88.0% | $5,628-92.7% | $4,297-90.4% |
| Admin fee / account holder | $2,194 | $7,998-72.6% | $15,916-86.2% | $6,935-68.4% |