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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 | $3,749 | $156,398-97.6% | $147,318-97.5% | $138,895-97.3% |
| Participation rate | 40.0% | 83.8%-43.8pp | 82.1%-42.1pp | 79.9%-39.9pp |
| Annual return | 52.85% | 78.75%-25.9pp | 70.43%-17.6pp | 145.39%-92.5pp |
| Employer contribution / active EE | $0 | $4,853-100.0% | $4,593-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $1,320 | $8,237-84.0% | $7,906-83.3% | $6,396-79.4% |
| Admin fee / account holder | $468 | $14,976-96.9% | $13,708-96.6% | $12,562-96.3% |