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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 | $2,138 | $34,316-93.8% | $74,723-97.1% | $72,976-97.1% |
| Participation rate | 10.2% | 42.4%-32.2pp | 54.5%-44.3pp | 69.5%-59.3pp |
| Annual return | 18.03% | 26.58%-8.6pp | 753.18%-735.2pp | 81.02%-63.0pp |
| Employer contribution / active EE | $0 | $692-100.0% | $1,084-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $210 | $1,272-83.5% | $1,962-89.3% | $3,608-94.2% |
| Admin fee / account holder | $2,018 | $2,125-5.0% | $3,335-39.5% | $5,124-60.6% |