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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 | $1,346 | $106,749-98.7% | $145,433-99.1% | $82,448-98.4% |
| Participation rate | 10.0% | 75.6%-65.6pp | 82.1%-72.1pp | 68.1%-58.1pp |
| Annual return | 18.97% | 27.59%-8.6pp | 66.58%-47.6pp | 41.64%-22.7pp |
| Employer contribution / active EE | $0 | $3,444-100.0% | $4,554-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $247 | $6,519-96.2% | $7,897-96.9% | $4,139-94.0% |
| Admin fee / account holder | $440 | $8,390-94.8% | $13,129-96.6% | $7,234-93.9% |