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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 | $1,321 | $49,249-97.3% | $70,476-98.1% | $79,852-98.3% |
| Participation rate | 18.6% | 69.2%-50.6pp | 75.1%-56.5pp | 69.6%-51.0pp |
| Annual return | 9.34% | 30.09%-20.8pp | 109.12%-99.8pp | 31.72%-22.4pp |
| Employer contribution / active EE | $0 | $2,100-100.0% | $2,738-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $151 | $2,769-94.5% | $3,710-95.9% | $3,740-95.9% |
| Admin fee / account holder | $2,605 | $2,878-9.5% | $3,847-32.3% | $5,306-50.9% |