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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 | $2,683 | $48,314-94.4% | $67,561-96.0% | $80,925-96.7% |
| Participation rate | 17.4% | 66.4%-49.0pp | 72.9%-55.5pp | 67.7%-50.3pp |
| Annual return | 11.76% | 18.28%-6.5pp | 3525.44%-3513.7pp | 35.65%-23.9pp |
| Employer contribution / active EE | $0 | $2,022-100.0% | $2,735-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $326 | $2,927-88.9% | $4,003-91.9% | $4,299-92.4% |
| Admin fee / account holder | $425 | $3,690-88.5% | $4,006-89.4% | $6,940-93.9% |