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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 | $3,218 | $100,279-96.8% | $81,353-96.0% | $145,884-97.8% |
| Participation rate | 64.3% | 74.3%-10.0pp | 69.5%-5.3pp | 80.3%-16.0pp |
| Annual return | 10.29% | 34.49%-24.2pp | 24.82%-14.5pp | 551.85%-541.6pp |
| Employer contribution / active EE | $0 | $2,979-100.0% | $2,464-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $52 | $4,611-98.9% | $3,885-98.7% | $6,690-99.2% |
| Admin fee / account holder | $357 | $8,206-95.6% | $5,766-93.8% | $13,392-97.3% |