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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 | $3,230 | $127,387-97.5% | $115,038-97.2% | $125,389-97.4% |
| Participation rate | 15.4% | 84.2%-68.8pp | 81.4%-66.0pp | 83.2%-67.8pp |
| Annual return | 0.00% | 31.28%-31.3pp | 26.14%-26.1pp | 282.24%-282.2pp |
| Employer contribution / active EE | $0 | $5,166-100.0% | $4,608-100.0% | $4,866-100.0% |
| Participant deferral / active EE | $978 | $6,423-84.8% | $6,026-83.8% | $5,352-81.7% |
| Admin fee / account holder | $2,820 | $9,516-70.4% | $8,175-65.5% | $9,541-70.4% |