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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 | $3,142 | $102,595-96.9% | $94,057-96.7% | $154,746-98.0% |
| Participation rate | 46.2% | 76.0%-29.8pp | 73.3%-27.2pp | 80.7%-34.5pp |
| Annual return | 19.83% | 583.42%-563.6pp | 480.62%-460.8pp | 172.34%-152.5pp |
| Employer contribution / active EE | $705 | $3,147-77.6% | $2,933-76.0% | $4,379-83.9% |
| Participant deferral / active EE | $513 | $5,118-90.0% | $4,709-89.1% | $6,730-92.4% |
| Admin fee / account holder | $445 | $7,736-94.2% | $7,244-93.9% | $14,365-96.9% |