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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 | $349 | $75,541-99.5% | $152,093-99.8% | $82,637-99.6% |
| Participation rate | 27.3% | 66.5%-39.3pp | 77.8%-50.5pp | 68.1%-40.8pp |
| Annual return | 16.49% | 32.56%-16.1pp | 66.36%-49.9pp | 53.51%-37.0pp |
| Employer contribution / active EE | $0 | $2,622-100.0% | $4,175-100.0% | $2,552-100.0% |
| Participant deferral / active EE | $36 | $3,206-98.9% | $5,451-99.3% | $4,126-99.1% |
| Admin fee / account holder | $3,963 | $6,405-38.1% | $14,497-72.7% | $7,339-46.0% |