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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 | $525 | $182,442-99.7% | $163,379-99.7% | $138,895-99.6% |
| Participation rate | 66.7% | 79.8%-13.1pp | 76.8%-10.2pp | 79.9%-13.3pp |
| Annual return | 13.00% | 72.74%-59.7pp | 63.41%-50.4pp | 145.39%-132.4pp |
| Employer contribution / active EE | $0 | $4,159-100.0% | $3,752-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $294 | $6,817-95.7% | $6,282-95.3% | $6,396-95.4% |
| Admin fee / account holder | $338 | $10,396-96.7% | $9,818-96.6% | $12,562-97.3% |