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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 | $4,598 | $232,540-98.0% | $185,117-97.5% | $147,586-96.9% |
| Participation rate | 31.8% | 82.4%-50.5pp | 77.3%-45.4pp | 82.8%-51.0pp |
| Annual return | 9.92% | 43.03%-33.1pp | 40.50%-30.6pp | 578.59%-568.7pp |
| Employer contribution / active EE | $0 | $5,195-100.0% | $4,182-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $839 | $5,834-85.6% | $5,045-83.4% | $5,439-84.6% |
| Admin fee / account holder | $51,015 | $10,275+396.5% | $8,159+525.2% | $10,886+368.6% |