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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 | $954 | $37,156-97.4% | $83,854-98.9% | $86,983-98.9% |
| Participation rate | 7.3% | 49.1%-41.7pp | 59.1%-51.8pp | 69.5%-62.2pp |
| Annual return | 18.06% | 29.88%-11.8pp | 31.39%-13.3pp | 25.83%-7.8pp |
| Employer contribution / active EE | $21 | $661-96.7% | $1,017-97.9% | $2,584-99.2% |
| Participant deferral / active EE | $44 | $1,418-96.9% | $2,035-97.8% | $4,194-99.0% |
| Admin fee / account holder | $668 | $2,510-73.4% | $3,197-79.1% | $7,856-91.5% |