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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 | $1,054 | $81,358-98.7% | $155,556-99.3% | $80,959-98.7% |
| Participation rate | 34.5% | 66.3%-31.8pp | 78.2%-43.7pp | 67.7%-33.2pp |
| Annual return | 14.05% | 33.39%-19.3pp | 64.84%-50.8pp | 35.67%-21.6pp |
| Employer contribution / active EE | $0 | $3,106-100.0% | $4,675-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $240 | $3,455-93.1% | $5,631-95.7% | $4,300-94.4% |
| Admin fee / account holder | $534 | $7,994-93.3% | $15,885-96.6% | $6,925-92.3% |