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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 | $3,139 | $201,264-98.4% | $184,185-98.3% | $145,978-97.8% |
| Participation rate | 37.5% | 87.5%-50.0pp | 86.8%-49.3pp | 80.3%-42.8pp |
| Annual return | 12.87% | 29.00%-16.1pp | 28.81%-15.9pp | 550.52%-537.6pp |
| Employer contribution / active EE | $0 | $7,021-100.0% | $6,426-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $762 | $9,806-92.2% | $9,132-91.7% | $6,690-88.6% |
| Admin fee / account holder | $1,295 | $16,376-92.1% | $13,909-90.7% | $13,400-90.3% |