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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 | $3,867 | $93,010-95.8% | $96,538-96.0% | $74,473-94.8% |
| Participation rate | 45.4% | 71.6%-26.1pp | 74.3%-28.9pp | 70.7%-25.3pp |
| Annual return | 20.52% | 37.50%-17.0pp | 35.74%-15.2pp | 34.36%-13.8pp |
| Employer contribution / active EE | $794 | $3,427-76.8% | $3,740-78.8% | $2,638-69.9% |
| Participant deferral / active EE | $0 | $3,971-100.0% | $4,880-100.0% | $4,530-100.0% |
| Admin fee / account holder | $314 | $633-50.4% | $6,737-95.3% | $347-9.4% |