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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 | $4,733 | $127,387-96.3% | $115,038-95.9% | $125,389-96.2% |
| Participation rate | 33.3% | 84.2%-50.8pp | 81.4%-48.0pp | 83.2%-49.9pp |
| Annual return | 1.08% | 31.28%-30.2pp | 26.14%-25.1pp | 282.24%-281.2pp |
| Employer contribution / active EE | $0 | $5,166-100.0% | $4,608-100.0% | $4,866-100.0% |
| Participant deferral / active EE | $253 | $6,423-96.1% | $6,026-95.8% | $5,352-95.3% |
| Admin fee / account holder | $2,133 | $9,516-77.6% | $8,175-73.9% | $9,541-77.6% |