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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 | $3,851 | $124,425-96.9% | $112,040-96.6% | $137,256-97.2% |
| Participation rate | 68.4% | 79.3%-10.9pp | 76.5%-8.1pp | 80.0%-11.5pp |
| Annual return | 10.91% | 24.72%-13.8pp | 24.52%-13.6pp | 220.34%-209.4pp |
| Employer contribution / active EE | $0 | $3,411-100.0% | $2,954-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $798 | $5,718-86.0% | $5,098-84.3% | $6,407-87.5% |
| Admin fee / account holder | $2,030 | $15,207-86.7% | $12,098-83.2% | $12,270-83.5% |