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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 | $1,293 | $48,364-97.3% | $71,796-98.2% | $62,881-97.9% |
| Participation rate | 25.5% | 60.6%-35.1pp | 69.1%-43.6pp | 69.3%-43.8pp |
| Annual return | 9.66% | 13.16%-3.5pp | 78.04%-68.4pp | 20.14%-10.5pp |
| Employer contribution / active EE | $0 | $1,042-100.0% | $1,924-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $323 | $2,091-84.6% | $2,794-88.4% | $3,203-89.9% |
| Admin fee / account holder | $741 | $3,771-80.4% | $4,815-84.6% | $4,296-82.8% |