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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 | $499 | $183,592-99.7% | $155,574-99.7% | $145,877-99.7% |
| Participation rate | 38.5% | 82.7%-44.2pp | 78.2%-39.8pp | 80.3%-41.8pp |
| Annual return | 15.13% | 61.37%-46.2pp | 64.87%-49.7pp | 551.28%-536.2pp |
| Employer contribution / active EE | $0 | $5,317-100.0% | $4,676-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $547 | $6,466-91.5% | $5,629-90.3% | $6,691-91.8% |
| Admin fee / account holder | $1,453 | $19,316-92.5% | $15,914-90.9% | $13,402-89.2% |