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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 | $655 | $112,729-99.4% | $98,716-99.3% | $137,256-99.5% |
| Participation rate | 69.2% | 74.2%-5.0pp | 69.3%-0.1pp | 80.0%-10.7pp |
| Annual return | 12.87% | 38.48%-25.6pp | 31.81%-18.9pp | 220.34%-207.5pp |
| Employer contribution / active EE | $0 | $2,725-100.0% | $2,279-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $242 | $4,640-94.8% | $4,048-94.0% | $6,407-96.2% |
| Admin fee / account holder | $336 | $10,129-96.7% | $8,703-96.1% | $12,270-97.3% |