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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 | $2,973 | $201,264-98.5% | $184,185-98.4% | $145,978-98.0% |
| Participation rate | 50.0% | 87.5%-37.5pp | 86.8%-36.8pp | 80.3%-30.3pp |
| Annual return | 14.87% | 29.00%-14.1pp | 28.81%-13.9pp | 550.52%-535.6pp |
| Employer contribution / active EE | $0 | $7,021-100.0% | $6,426-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $1,052 | $9,806-89.3% | $9,132-88.5% | $6,690-84.3% |
| Admin fee / account holder | $1,032 | $16,376-93.7% | $13,909-92.6% | $13,400-92.3% |