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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 | $1,073 | $117,846-99.1% | $102,434-99.0% | $145,884-99.3% |
| Participation rate | 23.1% | 78.6%-55.5pp | 76.5%-53.4pp | 80.3%-57.2pp |
| Annual return | 10.49% | 31.90%-21.4pp | 29.46%-19.0pp | 551.85%-541.4pp |
| Employer contribution / active EE | $0 | $3,615-100.0% | $3,023-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $256 | $5,733-95.5% | $5,055-94.9% | $6,690-96.2% |
| Admin fee / account holder | $660 | $13,356-95.1% | $9,462-93.0% | $13,392-95.1% |