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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 | $3,184 | $162,136-98.0% | $152,301-97.9% | $154,746-97.9% |
| Participation rate | 12.5% | 84.1%-71.6pp | 82.4%-69.9pp | 80.7%-68.2pp |
| Annual return | 25.71% | 91.02%-65.3pp | 80.50%-54.8pp | 172.34%-146.6pp |
| Employer contribution / active EE | $0 | $4,890-100.0% | $4,624-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $963 | $8,341-88.5% | $8,004-88.0% | $6,730-85.7% |
| Admin fee / account holder | $3,263 | $15,759-79.3% | $14,398-77.3% | $14,365-77.3% |