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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 | $1,988 | $97,125-98.0% | $86,233-97.7% | $137,256-98.6% |
| Participation rate | 45.5% | 74.2%-28.7pp | 69.0%-23.6pp | 80.0%-34.5pp |
| Annual return | 15.39% | 74.19%-58.8pp | 61.39%-46.0pp | 220.34%-205.0pp |
| Employer contribution / active EE | $0 | $2,841-100.0% | $2,504-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $600 | $5,180-88.4% | $4,559-86.8% | $6,407-90.6% |
| Admin fee / account holder | $1,417 | $9,725-85.4% | $8,342-83.0% | $12,270-88.5% |