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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 | $3,647 | $111,535-96.7% | $105,223-96.5% | $137,256-97.3% |
| Participation rate | 62.5% | 78.1%-15.6pp | 75.0%-12.5pp | 80.0%-17.5pp |
| Annual return | 16.73% | 237.85%-221.1pp | 180.65%-163.9pp | 220.34%-203.6pp |
| Employer contribution / active EE | $0 | $3,939-100.0% | $3,689-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $496 | $5,500-91.0% | $5,072-90.2% | $6,407-92.3% |
| Admin fee / account holder | $600 | $9,721-93.8% | $8,859-93.2% | $12,270-95.1% |