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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 | $3,066 | $101,795-97.0% | $165,100-98.1% | $80,959-96.2% |
| Participation rate | 1.8% | 71.8%-70.0pp | 78.6%-76.8pp | 67.7%-65.9pp |
| Annual return | 21.41% | 16.73%+4.7pp | 70.21%-48.8pp | 35.67%-14.3pp |
| Employer contribution / active EE | $0 | $2,954-100.0% | $4,348-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $40 | $4,476-99.1% | $6,035-99.3% | $4,300-99.1% |
| Admin fee / account holder | $670 | $8,221-91.9% | $12,696-94.7% | $6,925-90.3% |