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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 | $2,998 | $184,014-98.4% | $161,149-98.1% | $138,895-97.8% |
| Participation rate | 25.0% | 82.1%-57.1pp | 78.8%-53.8pp | 79.9%-54.9pp |
| Annual return | 14.51% | 21.52%-7.0pp | 21.16%-6.6pp | 145.39%-130.9pp |
| Employer contribution / active EE | $0 | $5,055-100.0% | $4,360-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $93 | $6,909-98.7% | $6,153-98.5% | $6,396-98.6% |
| Admin fee / account holder | $65,193 | $18,027+261.6% | $15,194+329.1% | $12,562+419.0% |