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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 | $2,889 | $183,516-98.4% | $155,534-98.1% | $145,884-98.0% |
| Participation rate | 26.7% | 82.7%-56.0pp | 78.2%-51.6pp | 80.3%-53.6pp |
| Annual return | 11.31% | 61.43%-50.1pp | 64.92%-53.6pp | 551.85%-540.5pp |
| Employer contribution / active EE | $0 | $5,315-100.0% | $4,675-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $609 | $6,467-90.6% | $5,630-89.2% | $6,690-90.9% |
| Admin fee / account holder | $3,511 | $19,293-81.8% | $15,900-77.9% | $13,392-73.8% |