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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 | $1,315 | $185,312-99.3% | $161,489-99.2% | $154,746-99.2% |
| Participation rate | 28.6% | 82.5%-53.9pp | 78.7%-50.1pp | 80.7%-52.1pp |
| Annual return | 16.63% | 103.84%-87.2pp | 89.72%-73.1pp | 172.34%-155.7pp |
| Employer contribution / active EE | $0 | $4,769-100.0% | $4,268-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $439 | $6,350-93.1% | $5,630-92.2% | $6,730-93.5% |
| Admin fee / account holder | $700 | $18,654-96.3% | $16,006-95.6% | $14,365-95.1% |