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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 | $1,659 | $228,395-99.3% | $185,861-99.1% | $158,982-99.0% |
| Participation rate | 11.1% | 82.3%-71.2pp | 78.0%-66.9pp | 82.0%-70.9pp |
| Annual return | 27.35% | 40.82%-13.5pp | 35.96%-8.6pp | 302.99%-275.6pp |
| Employer contribution / active EE | $0 | $4,968-100.0% | $4,088-100.0% | $4,763-100.0% |
| Participant deferral / active EE | $195 | $6,417-97.0% | $5,634-96.5% | $5,983-96.7% |
| Admin fee / account holder | $1,720 | $11,869-85.5% | $9,503-81.9% | $11,252-84.7% |