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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 | $1,569 | $110,379-98.6% | $102,412-98.5% | $145,884-98.9% |
| Participation rate | 16.7% | 77.9%-61.3pp | 74.5%-57.8pp | 80.3%-63.6pp |
| Annual return | 9.59% | 24.84%-15.2pp | 24.94%-15.3pp | 551.85%-542.3pp |
| Employer contribution / active EE | $0 | $4,216-100.0% | $3,870-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $121 | $5,622-97.9% | $5,060-97.6% | $6,690-98.2% |
| Admin fee / account holder | $956 | $9,745-90.2% | $8,388-88.6% | $13,392-92.9% |