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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 | $2,437 | $53,837-95.5% | $75,714-96.8% | $85,847-97.2% |
| Participation rate | 11.1% | 69.1%-57.9pp | 74.8%-63.7pp | 69.3%-58.2pp |
| Annual return | 14.18% | 24.54%-10.4pp | 104.62%-90.4pp | 318.61%-304.4pp |
| Employer contribution / active EE | $0 | $2,017-100.0% | $2,744-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $306 | $2,895-89.4% | $3,820-92.0% | $3,952-92.2% |
| Admin fee / account holder | $5,626 | $3,339+68.5% | $3,619+55.5% | $6,261-10.1% |