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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 | $2,826 | $100,895-97.2% | $90,430-96.9% | $158,950-98.2% |
| Participation rate | 50.0% | 75.0%-25.0pp | 72.7%-22.7pp | 82.0%-32.0pp |
| Annual return | 33.03% | 1725.54%-1692.5pp | 1293.73%-1260.7pp | 302.91%-269.9pp |
| Employer contribution / active EE | $257 | $3,689-93.0% | $3,262-92.1% | $4,762-94.6% |
| Participant deferral / active EE | $411 | $4,347-90.5% | $3,963-89.6% | $5,983-93.1% |
| Admin fee / account holder | $420 | $6,505-93.5% | $5,613-92.5% | $11,248-96.3% |