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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 | $2,753 | $185,312-98.5% | $161,489-98.3% | $154,746-98.2% |
| Participation rate | 66.7% | 82.5%-15.8pp | 78.7%-12.0pp | 80.7%-14.0pp |
| Annual return | 12.90% | 103.84%-90.9pp | 89.72%-76.8pp | 172.34%-159.4pp |
| Employer contribution / active EE | $0 | $4,769-100.0% | $4,268-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $453 | $6,350-92.9% | $5,630-91.9% | $6,730-93.3% |
| Admin fee / account holder | $623 | $18,654-96.7% | $16,006-96.1% | $14,365-95.7% |