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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 | $5,204 | $123,155-95.8% | $108,753-95.2% | $155,188-96.6% |
| Participation rate | 41.7% | 75.6%-34.0pp | 71.1%-29.4pp | 80.8%-39.1pp |
| Annual return | 15.25% | 44.73%-29.5pp | 37.47%-22.2pp | 148.84%-133.6pp |
| Employer contribution / active EE | $0 | $2,811-100.0% | $2,427-100.0% | $4,248-100.0% |
| Participant deferral / active EE | $760 | $4,623-83.6% | $4,115-81.5% | $6,531-88.4% |
| Admin fee / account holder | $886 | $12,126-92.7% | $10,320-91.4% | $14,480-93.9% |