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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 | $3,630 | $232,540-98.4% | $185,117-98.0% | $147,586-97.5% |
| Participation rate | 7.7% | 82.4%-74.7pp | 77.3%-69.6pp | 82.8%-75.1pp |
| Annual return | 9.56% | 43.03%-33.5pp | 40.50%-30.9pp | 578.59%-569.0pp |
| Employer contribution / active EE | $0 | $5,195-100.0% | $4,182-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $69 | $5,834-98.8% | $5,045-98.6% | $5,439-98.7% |
| Admin fee / account holder | $35,034 | $10,275+241.0% | $8,159+329.4% | $10,886+221.8% |