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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 | $5,506 | $172,111-96.8% | $150,298-96.3% | $137,256-96.0% |
| Participation rate | 26.7% | 81.7%-55.0pp | 77.8%-51.1pp | 80.0%-53.3pp |
| Annual return | 13.55% | 69.37%-55.8pp | 62.79%-49.2pp | 220.34%-206.8pp |
| Employer contribution / active EE | $0 | $4,636-100.0% | $4,154-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $1,108 | $6,166-82.0% | $5,453-79.7% | $6,407-82.7% |
| Admin fee / account holder | $2,077 | $16,471-87.4% | $14,116-85.3% | $12,270-83.1% |