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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 | $2,274 | $127,387-98.2% | $115,038-98.0% | $125,389-98.2% |
| Participation rate | 26.7% | 84.2%-57.5pp | 81.4%-54.7pp | 83.2%-56.5pp |
| Annual return | 0.72% | 31.28%-30.6pp | 26.14%-25.4pp | 282.24%-281.5pp |
| Employer contribution / active EE | $0 | $5,166-100.0% | $4,608-100.0% | $4,866-100.0% |
| Participant deferral / active EE | $1,451 | $6,423-77.4% | $6,026-75.9% | $5,352-72.9% |
| Admin fee / account holder | $5,713 | $9,516-40.0% | $8,175-30.1% | $9,541-40.1% |