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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 | $2,584 | $77,901-96.7% | $149,717-98.3% | $75,181-96.6% |
| Participation rate | 9.8% | 65.6%-55.8pp | 78.8%-69.0pp | 67.2%-57.4pp |
| Annual return | 18.56% | 31.73%-13.2pp | 134.41%-115.8pp | 160.69%-142.1pp |
| Employer contribution / active EE | $0 | $3,137-100.0% | $4,820-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $285 | $3,411-91.6% | $5,682-95.0% | $4,126-93.1% |
| Admin fee / account holder | $953 | $5,949-84.0% | $13,213-92.8% | $5,650-83.1% |