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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 | $1,370 | $116,203-98.8% | $93,621-98.5% | $152,897-99.1% |
| Participation rate | 20.0% | 78.1%-58.1pp | 75.8%-55.8pp | 82.5%-62.5pp |
| Annual return | 19.97% | 35.96%-16.0pp | 32.76%-12.8pp | 345.43%-325.5pp |
| Employer contribution / active EE | $0 | $3,219-100.0% | $2,719-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $301 | $4,605-93.5% | $4,070-92.6% | $5,851-94.9% |
| Admin fee / account holder | $1,170 | $10,751-89.1% | $7,890-85.2% | $11,599-89.9% |