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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 | $1,955 | $81,358-97.6% | $155,556-98.7% | $80,959-97.6% |
| Participation rate | 14.8% | 66.3%-51.5pp | 78.2%-63.4pp | 67.7%-52.9pp |
| Annual return | 18.93% | 33.39%-14.5pp | 64.84%-45.9pp | 35.67%-16.7pp |
| Employer contribution / active EE | $0 | $3,106-100.0% | $4,675-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $351 | $3,455-89.8% | $5,631-93.8% | $4,300-91.8% |
| Admin fee / account holder | $2,510 | $7,994-68.6% | $15,885-84.2% | $6,925-63.8% |