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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 | $915 | $209,425-99.6% | $178,499-99.5% | $158,966-99.4% |
| Participation rate | 33.3% | 86.4%-53.0pp | 81.9%-48.6pp | 82.0%-48.6pp |
| Annual return | 27.07% | 188.80%-161.7pp | 151.10%-124.0pp | 302.95%-275.9pp |
| Employer contribution / active EE | $1,174 | $5,707-79.4% | $5,011-76.6% | $4,762-75.3% |
| Participant deferral / active EE | $929 | $5,955-84.4% | $5,202-82.1% | $5,983-84.5% |
| Admin fee / account holder | $3,055 | $17,078-82.1% | $13,986-78.2% | $11,250-72.8% |