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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 | $3,863 | $100,970-96.2% | $96,576-96.0% | $137,256-97.2% |
| Participation rate | 25.0% | 82.6%-57.6pp | 81.4%-56.4pp | 80.0%-55.0pp |
| Annual return | 13.26% | 38.16%-24.9pp | 38.47%-25.2pp | 220.34%-207.1pp |
| Employer contribution / active EE | $0 | $3,809-100.0% | $3,553-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $1,250 | $8,286-84.9% | $7,956-84.3% | $6,407-80.5% |
| Admin fee / account holder | $9,694 | $11,312-14.3% | $11,381-14.8% | $12,270-21.0% |