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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 | $3,793 | $211,288-98.2% | $178,540-97.9% | $145,884-97.4% |
| Participation rate | 52.6% | 80.8%-28.2pp | 77.1%-24.5pp | 80.3%-27.7pp |
| Annual return | 13.98% | 30.27%-16.3pp | 27.15%-13.2pp | 551.85%-537.9pp |
| Employer contribution / active EE | $0 | $4,574-100.0% | $3,953-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $893 | $6,967-87.2% | $6,281-85.8% | $6,690-86.6% |
| Admin fee / account holder | $500 | $12,105-95.9% | $10,424-95.2% | $13,392-96.3% |