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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 | $108,825-98.3% | $156,181-98.8% | $82,448-97.8% |
| Participation rate | 60.0% | 72.4%-12.4pp | 78.8%-18.8pp | 68.1%-8.1pp |
| Annual return | 17.57% | 20.59%-3.0pp | 64.87%-47.3pp | 41.64%-24.1pp |
| Employer contribution / active EE | $0 | $2,870-100.0% | $4,294-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $531 | $4,577-88.4% | $6,132-91.3% | $4,139-87.2% |
| Admin fee / account holder | $749 | $9,341-92.0% | $14,586-94.9% | $7,234-89.6% |