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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 | $5,622 | $142,354-96.1% | $125,529-95.5% | $155,188-96.4% |
| Participation rate | 50.0% | 78.1%-28.1pp | 74.7%-24.7pp | 80.8%-30.8pp |
| Annual return | 8.67% | 306.06%-297.4pp | 202.56%-193.9pp | 148.84%-140.2pp |
| Employer contribution / active EE | $0 | $3,501-100.0% | $3,058-100.0% | $4,248-100.0% |
| Participant deferral / active EE | $840 | $5,491-84.7% | $4,813-82.5% | $6,531-87.1% |
| Admin fee / account holder | $500 | $19,392-97.4% | $16,298-96.9% | $14,480-96.5% |