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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 | $2,289 | $227,399-99.0% | $189,758-98.8% | $198,609-98.8% |
| Participation rate | 40.0% | 84.0%-44.0pp | 79.8%-39.8pp | 82.4%-42.4pp |
| Annual return | 6.00% | 61.03%-55.0pp | 52.62%-46.6pp | 202.70%-196.7pp |
| Employer contribution / active EE | $0 | $5,526-100.0% | $4,767-100.0% | $5,055-100.0% |
| Participant deferral / active EE | $424 | $6,837-93.8% | $5,856-92.8% | $6,977-93.9% |
| Admin fee / account holder | $556 | $25,162-97.8% | $20,388-97.3% | $19,030-97.1% |