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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 | $3,708 | $117,859-96.9% | $102,438-96.4% | $145,959-97.5% |
| Participation rate | 23.5% | 78.6%-55.1pp | 76.5%-53.0pp | 80.3%-56.8pp |
| Annual return | 10.96% | 31.72%-20.8pp | 29.37%-18.4pp | 561.95%-551.0pp |
| Employer contribution / active EE | $0 | $3,615-100.0% | $3,024-100.0% | $4,661-100.0% |
| Participant deferral / active EE | $64 | $5,732-98.9% | $5,054-98.7% | $6,689-99.1% |
| Admin fee / account holder | $529 | $13,318-96.0% | $9,448-94.4% | $13,398-96.1% |