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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 | $2,508 | $135,956-98.2% | $123,894-98.0% | $273,972-99.1% |
| Participation rate | 57.1% | 84.1%-26.9pp | 81.4%-24.3pp | 83.0%-25.9pp |
| Annual return | 10.04% | 56.63%-46.6pp | 47.52%-37.5pp | 41.46%-31.4pp |
| Employer contribution / active EE | $892 | $5,170-82.8% | $4,617-80.7% | $4,869-81.7% |
| Participant deferral / active EE | $915 | $6,343-85.6% | $5,984-84.7% | $5,287-82.7% |
| Admin fee / account holder | $3,456 | $9,817-64.8% | $8,357-58.6% | $10,133-65.9% |