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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 | $2,230 | $99,875-97.8% | $146,866-98.5% | $86,983-97.4% |
| Participation rate | 39.6% | 75.8%-36.2pp | 82.5%-42.9pp | 69.5%-29.9pp |
| Annual return | 19.92% | 28.10%-8.2pp | 102.85%-82.9pp | 25.83%-5.9pp |
| Employer contribution / active EE | $0 | $3,224-100.0% | $4,425-100.0% | $2,584-100.0% |
| Participant deferral / active EE | $1,191 | $6,322-81.2% | $7,759-84.7% | $4,194-71.6% |
| Admin fee / account holder | $1,669 | $7,838-78.7% | $13,620-87.7% | $7,856-78.7% |