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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 | $4,712 | $199,109-97.6% | $173,730-97.3% | $154,746-97.0% |
| Participation rate | 63.6% | 82.8%-19.2pp | 79.6%-15.9pp | 80.7%-17.1pp |
| Annual return | 10.07% | 20.02%-10.0pp | 19.96%-9.9pp | 172.34%-162.3pp |
| Employer contribution / active EE | $0 | $5,311-100.0% | $4,577-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $417 | $7,113-94.1% | $6,326-93.4% | $6,730-93.8% |
| Admin fee / account holder | $2,391 | $20,916-88.6% | $17,523-86.4% | $14,365-83.4% |