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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 | $896 | $85,060-98.9% | $70,548-98.7% | $139,456-99.4% |
| Participation rate | 13.0% | 73.9%-60.9pp | 68.3%-55.3pp | 80.3%-67.3pp |
| Annual return | 16.14% | 30.38%-14.2pp | 32.78%-16.6pp | 373.45%-357.3pp |
| Employer contribution / active EE | $0 | $3,911-100.0% | $2,975-100.0% | $4,753-100.0% |
| Participant deferral / active EE | $145 | $5,890-97.5% | $4,567-96.8% | $6,711-97.8% |
| Admin fee / account holder | $572 | $8,925-93.6% | $6,424-91.1% | $11,407-95.0% |