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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 | $2,923 | $183,627-98.4% | $155,602-98.1% | $145,978-98.0% |
| Participation rate | 15.4% | 82.7%-67.3pp | 78.2%-62.8pp | 80.3%-64.9pp |
| Annual return | 71.05% | 61.32%+9.7pp | 64.81%+6.2pp | 550.52%-479.5pp |
| Employer contribution / active EE | $0 | $5,316-100.0% | $4,675-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $706 | $6,466-89.1% | $5,629-87.5% | $6,690-89.4% |
| Admin fee / account holder | $2,569 | $19,327-86.7% | $15,923-83.9% | $13,400-80.8% |