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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 | $1,295 | $35,986-96.4% | $77,513-98.3% | $73,493-98.2% |
| Participation rate | 5.8% | 40.8%-35.1pp | 54.2%-48.4pp | 70.7%-64.9pp |
| Annual return | 18.44% | 19.26%-0.8pp | 54.81%-36.4pp | 28.51%-10.1pp |
| Employer contribution / active EE | $0 | $557-100.0% | $987-100.0% | $2,270-100.0% |
| Participant deferral / active EE | $77 | $1,198-93.6% | $1,861-95.9% | $3,740-97.9% |
| Admin fee / account holder | $392 | $466-15.8% | $2,859-86.3% | $513-23.6% |