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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 | $2,125 | $77,920-97.3% | $149,723-98.6% | $75,177-97.2% |
| Participation rate | 30.0% | 65.6%-35.6pp | 78.8%-48.8pp | 67.2%-37.2pp |
| Annual return | 17.15% | 31.72%-14.6pp | 134.50%-117.3pp | 160.75%-143.6pp |
| Employer contribution / active EE | $0 | $3,138-100.0% | $4,821-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $373 | $3,411-89.1% | $5,682-93.4% | $4,126-91.0% |
| Admin fee / account holder | $473 | $5,951-92.0% | $13,215-96.4% | $5,651-91.6% |