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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 | $2,187 | $51,166-95.7% | $70,544-96.9% | $71,511-96.9% |
| Participation rate | 21.9% | 59.4%-37.5pp | 68.4%-46.5pp | 67.9%-46.1pp |
| Annual return | 20.90% | 42.71%-21.8pp | 32.79%-11.9pp | 28.86%-8.0pp |
| Employer contribution / active EE | $0 | $1,793-100.0% | $2,976-100.0% | $2,589-100.0% |
| Participant deferral / active EE | $335 | $3,031-89.0% | $4,568-92.7% | $4,291-92.2% |
| Admin fee / account holder | $400 | $2,000-80.0% | $6,427-93.8% | $1,588-74.8% |