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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 | $1,338 | $174,379-99.2% | $152,093-99.1% | $138,895-99.0% |
| Participation rate | 50.0% | 81.6%-31.6pp | 77.8%-27.8pp | 79.9%-29.9pp |
| Annual return | 19.64% | 74.86%-55.2pp | 66.36%-46.7pp | 145.39%-125.8pp |
| Employer contribution / active EE | $0 | $4,652-100.0% | $4,175-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $628 | $6,159-89.8% | $5,451-88.5% | $6,396-90.2% |
| Admin fee / account holder | $529 | $16,880-96.9% | $14,497-96.4% | $12,562-95.8% |