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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 | $3,490 | $127,387-97.3% | $115,038-97.0% | $125,389-97.2% |
| Participation rate | 38.1% | 84.2%-46.1pp | 81.4%-43.3pp | 83.2%-45.1pp |
| Annual return | 12.88% | 31.28%-18.4pp | 26.14%-13.3pp | 282.24%-269.4pp |
| Employer contribution / active EE | $0 | $5,166-100.0% | $4,608-100.0% | $4,866-100.0% |
| Participant deferral / active EE | $1,096 | $6,423-82.9% | $6,026-81.8% | $5,352-79.5% |
| Admin fee / account holder | $899 | $9,516-90.6% | $8,175-89.0% | $9,541-90.6% |