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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 | $3,530 | $92,798-96.2% | $96,707-96.3% | $137,256-97.4% |
| Participation rate | 6.3% | 81.6%-75.4pp | 80.4%-74.1pp | 80.0%-73.7pp |
| Annual return | 24.73% | 31.24%-6.5pp | 34.78%-10.1pp | 220.34%-195.6pp |
| Employer contribution / active EE | $0 | $4,147-100.0% | $4,191-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $168 | $5,877-97.1% | $5,997-97.2% | $6,407-97.4% |
| Admin fee / account holder | $390 | $7,946-95.1% | $7,503-94.8% | $12,270-96.8% |