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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 | $321 | $161,352-99.8% | $134,172-99.8% | $137,256-99.8% |
| Participation rate | 57.1% | 78.3%-21.1pp | 72.5%-15.3pp | 80.0%-22.8pp |
| Annual return | 12.65% | 28.72%-16.1pp | 25.30%-12.7pp | 220.34%-207.7pp |
| Employer contribution / active EE | $0 | $4,099-100.0% | $3,420-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $106 | $5,552-98.1% | $4,690-97.7% | $6,407-98.3% |
| Admin fee / account holder | $2,124 | $15,028-85.9% | $12,016-82.3% | $12,270-82.7% |