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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 | $3,615 | $103,008-96.5% | $90,304-96.0% | $152,897-97.6% |
| Participation rate | 36.4% | 75.9%-39.5pp | 73.3%-36.9pp | 82.5%-46.1pp |
| Annual return | 23.03% | 95.22%-72.2pp | 78.13%-55.1pp | 345.43%-322.4pp |
| Employer contribution / active EE | $368 | $3,139-88.3% | $2,855-87.1% | $4,764-92.3% |
| Participant deferral / active EE | $744 | $4,281-82.6% | $3,885-80.8% | $5,851-87.3% |
| Admin fee / account holder | $697 | $6,175-88.7% | $5,354-87.0% | $11,599-94.0% |