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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 | $2,667 | $201,344-98.7% | $184,243-98.6% | $145,877-98.2% |
| Participation rate | 63.6% | 87.5%-23.9pp | 86.8%-23.2pp | 80.3%-16.7pp |
| Annual return | 14.45% | 29.01%-14.6pp | 28.82%-14.4pp | 551.28%-536.8pp |
| Employer contribution / active EE | $0 | $7,022-100.0% | $6,427-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $721 | $9,807-92.7% | $9,132-92.1% | $6,691-89.2% |
| Admin fee / account holder | $1,013 | $16,382-93.8% | $13,914-92.7% | $13,402-92.4% |