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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 | $3,243 | $228,352-98.6% | $185,835-98.3% | $158,966-98.0% |
| Participation rate | 50.0% | 82.3%-32.3pp | 78.0%-28.0pp | 82.0%-32.0pp |
| Annual return | 11.11% | 40.81%-29.7pp | 35.96%-24.9pp | 302.95%-291.8pp |
| Employer contribution / active EE | $0 | $4,967-100.0% | $4,087-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $40 | $6,416-99.4% | $5,633-99.3% | $5,983-99.3% |
| Admin fee / account holder | $3,897 | $11,867-67.2% | $9,502-59.0% | $11,250-65.4% |