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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 | $1,200 | $97,125-98.8% | $86,233-98.6% | $137,256-99.1% |
| Participation rate | 68.4% | 74.2%-5.8pp | 69.0%-0.6pp | 80.0%-11.5pp |
| Annual return | 0.00% | 74.19%-74.2pp | 61.39%-61.4pp | 220.34%-220.3pp |
| Employer contribution / active EE | $544 | $2,841-80.9% | $2,504-78.3% | $4,156-86.9% |
| Participant deferral / active EE | $565 | $5,180-89.1% | $4,559-87.6% | $6,407-91.2% |
| Admin fee / account holder | $484 | $9,725-95.0% | $8,342-94.2% | $12,270-96.1% |