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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 | $7,519 | $111,814-93.3% | $103,374-92.7% | $145,959-94.8% |
| Participation rate | 27.3% | 77.9%-50.7pp | 74.5%-47.2pp | 80.3%-53.0pp |
| Annual return | 23.97% | 24.77%-0.8pp | 24.89%-0.9pp | 561.95%-538.0pp |
| Employer contribution / active EE | $0 | $4,214-100.0% | $3,869-100.0% | $4,661-100.0% |
| Participant deferral / active EE | $577 | $5,618-89.7% | $5,058-88.6% | $6,689-91.4% |
| Admin fee / account holder | $829 | $9,754-91.5% | $8,394-90.1% | $13,398-93.8% |