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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 | $3,085 | $211,288-98.5% | $178,540-98.3% | $145,884-97.9% |
| Participation rate | 14.3% | 80.8%-66.5pp | 77.1%-62.8pp | 80.3%-66.0pp |
| Annual return | 12.96% | 30.27%-17.3pp | 27.15%-14.2pp | 551.85%-538.9pp |
| Employer contribution / active EE | $0 | $4,574-100.0% | $3,953-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $595 | $6,967-91.5% | $6,281-90.5% | $6,690-91.1% |
| Admin fee / account holder | $5,367 | $12,105-55.7% | $10,424-48.5% | $13,392-59.9% |