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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 | $1,666 | $201,370-99.2% | $184,256-99.1% | $145,897-98.9% |
| Participation rate | 64.3% | 87.5%-23.2pp | 86.8%-22.5pp | 80.3%-16.0pp |
| Annual return | 11.70% | 29.05%-17.4pp | 28.85%-17.1pp | 552.29%-540.6pp |
| Employer contribution / active EE | $0 | $7,024-100.0% | $6,427-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $460 | $9,808-95.3% | $9,133-95.0% | $6,689-93.1% |
| Admin fee / account holder | $302 | $16,364-98.2% | $13,899-97.8% | $13,390-97.7% |