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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 | $358 | $162,136-99.8% | $152,301-99.8% | $154,746-99.8% |
| Participation rate | 12.5% | 84.1%-71.6pp | 82.4%-69.9pp | 80.7%-68.2pp |
| Annual return | 14.76% | 91.02%-76.3pp | 80.50%-65.7pp | 172.34%-157.6pp |
| Employer contribution / active EE | $0 | $4,890-100.0% | $4,624-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $318 | $8,341-96.2% | $8,004-96.0% | $6,730-95.3% |
| Admin fee / account holder | $21,314 | $15,759+35.2% | $14,398+48.0% | $14,365+48.4% |