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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 | $2,944 | $129,737-97.7% | $119,126-97.5% | $154,746-98.1% |
| Participation rate | 22.2% | 78.9%-56.6pp | 75.8%-53.5pp | 80.7%-58.5pp |
| Annual return | 22.38% | 379.08%-356.7pp | 282.11%-259.7pp | 172.34%-150.0pp |
| Employer contribution / active EE | $0 | $4,375-100.0% | $4,034-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $162 | $5,842-97.2% | $5,318-97.0% | $6,730-97.6% |
| Admin fee / account holder | $958 | $11,961-92.0% | $10,693-91.0% | $14,365-93.3% |