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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 | $2,818 | $124,425-97.7% | $112,040-97.5% | $137,256-97.9% |
| Participation rate | 36.8% | 79.3%-42.5pp | 76.5%-39.7pp | 80.0%-43.1pp |
| Annual return | 24.02% | 24.72%-0.7pp | 24.52%-0.5pp | 220.34%-196.3pp |
| Employer contribution / active EE | $0 | $3,411-100.0% | $2,954-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $537 | $5,718-90.6% | $5,098-89.5% | $6,407-91.6% |
| Admin fee / account holder | $370 | $15,207-97.6% | $12,098-96.9% | $12,270-97.0% |