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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 | $3,221 | $140,592-97.7% | $123,105-97.4% | $125,389-97.4% |
| Participation rate | 60.9% | 88.2%-27.3pp | 86.8%-25.9pp | 83.2%-22.3pp |
| Annual return | -1.38% | 16.80%-18.2pp | 13.22%-14.6pp | 282.24%-283.6pp |
| Employer contribution / active EE | $0 | $6,041-100.0% | $5,151-100.0% | $4,866-100.0% |
| Participant deferral / active EE | $263 | $6,980-96.2% | $6,229-95.8% | $5,352-95.1% |
| Admin fee / account holder | $2,273 | $11,198-79.7% | $9,014-74.8% | $9,541-76.2% |