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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 | $1,099 | $127,387-99.1% | $115,038-99.0% | $125,389-99.1% |
| Participation rate | 23.1% | 84.2%-61.1pp | 81.4%-58.3pp | 83.2%-60.1pp |
| Annual return | 1.65% | 31.28%-29.6pp | 26.14%-24.5pp | 282.24%-280.6pp |
| Employer contribution / active EE | $0 | $5,166-100.0% | $4,608-100.0% | $4,866-100.0% |
| Participant deferral / active EE | $188 | $6,423-97.1% | $6,026-96.9% | $5,352-96.5% |
| Admin fee / account holder | $3,025 | $9,516-68.2% | $8,175-63.0% | $9,541-68.3% |