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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 | $3,283 | $107,809-97.0% | $97,032-96.6% | $155,188-97.9% |
| Participation rate | 44.4% | 75.5%-31.0pp | 71.6%-27.1pp | 80.8%-36.4pp |
| Annual return | 13.93% | 38.06%-24.1pp | 35.38%-21.4pp | 148.84%-134.9pp |
| Employer contribution / active EE | $338 | $2,911-88.4% | $2,629-87.2% | $4,248-92.1% |
| Participant deferral / active EE | $328 | $5,129-93.6% | $4,672-93.0% | $6,531-95.0% |
| Admin fee / account holder | $840 | $10,717-92.2% | $9,418-91.1% | $14,480-94.2% |