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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 | $2,870 | $175,259-98.4% | $149,723-98.1% | $139,487-97.9% |
| Participation rate | 5.9% | 83.4%-77.5pp | 78.8%-72.9pp | 80.3%-74.5pp |
| Annual return | 17.62% | 166.82%-149.2pp | 134.50%-116.9pp | 373.84%-356.2pp |
| Employer contribution / active EE | $0 | $5,478-100.0% | $4,821-100.0% | $4,755-100.0% |
| Participant deferral / active EE | $58 | $6,522-99.1% | $5,682-99.0% | $6,713-99.1% |
| Admin fee / account holder | $903 | $16,158-94.4% | $13,215-93.2% | $11,407-92.1% |