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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 | $1,850 | $90,728-98.0% | $86,279-97.9% | $138,895-98.7% |
| Participation rate | 50.0% | 81.0%-31.0pp | 78.7%-28.7pp | 79.9%-29.9pp |
| Annual return | 21.98% | 34.83%-12.9pp | 30.40%-8.4pp | 145.39%-123.4pp |
| Employer contribution / active EE | $0 | $4,974-100.0% | $4,663-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $520 | $6,125-91.5% | $5,658-90.8% | $6,396-91.9% |
| Admin fee / account holder | $450 | $11,808-96.2% | $10,485-95.7% | $12,562-96.4% |