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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 | $1,195 | $57,541-97.9% | $95,740-98.8% | $75,173-98.4% |
| Participation rate | 13.3% | 62.5%-49.2pp | 72.3%-58.9pp | 67.2%-53.9pp |
| Annual return | 17.34% | 34.93%-17.6pp | 28.41%-11.1pp | 160.72%-143.4pp |
| Employer contribution / active EE | $0 | $1,808-100.0% | $2,836-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $69 | $3,074-97.8% | $4,244-98.4% | $4,126-98.3% |
| Admin fee / account holder | $434 | $4,099-89.4% | $5,676-92.4% | $5,651-92.3% |