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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 | $5,232 | $102,663-94.9% | $86,216-93.9% | $139,466-96.2% |
| Participation rate | 55.6% | 74.5%-18.9pp | 69.0%-13.4pp | 80.3%-24.8pp |
| Annual return | 19.40% | 1924.52%-1905.1pp | 1169.42%-1150.0pp | 373.66%-354.3pp |
| Employer contribution / active EE | $624 | $3,035-79.4% | $2,382-73.8% | $4,754-86.9% |
| Participant deferral / active EE | $1,076 | $4,677-77.0% | $3,986-73.0% | $6,712-84.0% |
| Admin fee / account holder | $1,783 | $8,663-79.4% | $6,853-74.0% | $11,409-84.4% |