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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 | $1,851 | $114,712-98.4% | $173,730-98.9% | $87,485-97.9% |
| Participation rate | 60.0% | 73.0%-13.0pp | 79.6%-19.6pp | 68.9%-8.9pp |
| Annual return | 17.57% | 20.18%-2.6pp | 19.96%-2.4pp | 26.06%-8.5pp |
| Employer contribution / active EE | $0 | $2,904-100.0% | $4,577-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $531 | $4,642-88.6% | $6,326-91.6% | $4,274-87.6% |
| Admin fee / account holder | $749 | $10,210-92.7% | $17,523-95.7% | $7,775-90.4% |