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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 | $4,403 | $121,677-96.4% | $104,625-95.8% | $158,966-97.2% |
| Participation rate | 50.0% | 77.5%-27.5pp | 74.1%-24.1pp | 82.0%-32.0pp |
| Annual return | 13.79% | 465.58%-451.8pp | 340.60%-326.8pp | 302.95%-289.2pp |
| Employer contribution / active EE | $275 | $3,165-91.3% | $2,681-89.7% | $4,762-94.2% |
| Participant deferral / active EE | $385 | $4,175-90.8% | $3,738-89.7% | $5,983-93.6% |
| Admin fee / account holder | $889 | $7,777-88.6% | $6,465-86.2% | $11,250-92.1% |