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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 | $3,909 | $91,179-95.7% | $178,499-97.8% | $79,852-95.1% |
| Participation rate | 15.8% | 69.2%-53.4pp | 81.9%-66.1pp | 69.6%-53.8pp |
| Annual return | 10.08% | 24.19%-14.1pp | 151.10%-141.0pp | 31.72%-21.6pp |
| Employer contribution / active EE | $0 | $3,256-100.0% | $5,011-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $269 | $3,236-91.7% | $5,202-94.8% | $3,740-92.8% |
| Admin fee / account holder | $368 | $6,749-94.5% | $13,986-97.4% | $5,306-93.1% |