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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 | $5,763 | $211,239-97.3% | $178,528-96.8% | $145,877-96.0% |
| Participation rate | 50.0% | 80.8%-30.8pp | 77.1%-27.1pp | 80.3%-30.3pp |
| Annual return | 8.21% | 30.22%-22.0pp | 27.11%-18.9pp | 551.28%-543.1pp |
| Employer contribution / active EE | $1,274 | $4,570-72.1% | $3,950-67.8% | $4,663-72.7% |
| Participant deferral / active EE | $0 | $6,963-100.0% | $6,278-100.0% | $6,691-100.0% |
| Admin fee / account holder | $275,590 | $12,095+2178.6% | $10,419+2545.1% | $13,402+1956.3% |