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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 | $2,858 | $157,304-98.2% | $141,197-98.0% | $152,909-98.1% |
| Participation rate | 47.6% | 84.8%-37.2pp | 82.5%-34.9pp | 82.5%-34.8pp |
| Annual return | 25.67% | 64.34%-38.7pp | 71.41%-45.7pp | 345.46%-319.8pp |
| Employer contribution / active EE | $0 | $5,263-100.0% | $4,736-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $1,447 | $7,111-79.7% | $6,710-78.4% | $5,851-75.3% |
| Admin fee / account holder | $396 | $12,126-96.7% | $10,265-96.1% | $11,601-96.6% |