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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 | $1,759 | $55,889-96.9% | $76,119-97.7% | $80,935-97.8% |
| Participation rate | 29.4% | 62.1%-32.7pp | 69.1%-39.7pp | 67.7%-38.2pp |
| Annual return | 10.97% | 20.58%-9.6pp | 361.25%-350.3pp | 35.66%-24.7pp |
| Employer contribution / active EE | $0 | $1,866-100.0% | $2,693-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $163 | $3,051-94.7% | $4,259-96.2% | $4,299-96.2% |
| Admin fee / account holder | $493 | $5,241-90.6% | $6,421-92.3% | $6,924-92.9% |