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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 | $1,097 | $77,962-98.6% | $178,540-99.4% | $80,935-98.6% |
| Participation rate | 8.5% | 65.7%-57.2pp | 77.1%-68.6pp | 67.7%-59.2pp |
| Annual return | 11.26% | 18.10%-6.8pp | 27.15%-15.9pp | 35.66%-24.4pp |
| Employer contribution / active EE | $0 | $2,280-100.0% | $3,953-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $70 | $4,404-98.4% | $6,281-98.9% | $4,299-98.4% |
| Admin fee / account holder | $47,807 | $7,156+568.1% | $10,424+358.6% | $6,924+590.4% |