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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 | $1,861 | $112,729-98.3% | $98,716-98.1% | $137,256-98.6% |
| Participation rate | 68.8% | 74.2%-5.5pp | 69.3%-0.5pp | 80.0%-11.2pp |
| Annual return | 14.02% | 38.48%-24.5pp | 31.81%-17.8pp | 220.34%-206.3pp |
| Employer contribution / active EE | $0 | $2,725-100.0% | $2,279-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $268 | $4,640-94.2% | $4,048-93.4% | $6,407-95.8% |
| Admin fee / account holder | $713 | $10,129-93.0% | $8,703-91.8% | $12,270-94.2% |