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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 | $3,939 | $100,970-96.1% | $96,576-95.9% | $137,256-97.1% |
| Participation rate | 35.7% | 82.6%-46.9pp | 81.4%-45.7pp | 80.0%-44.2pp |
| Annual return | 23.32% | 38.16%-14.8pp | 38.47%-15.1pp | 220.34%-197.0pp |
| Employer contribution / active EE | $247 | $3,809-93.5% | $3,553-93.1% | $4,156-94.1% |
| Participant deferral / active EE | $286 | $8,286-96.5% | $7,956-96.4% | $6,407-95.5% |
| Admin fee / account holder | $449 | $11,312-96.0% | $11,381-96.1% | $12,270-96.3% |