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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 | $3,412 | $101,063-96.6% | $81,473-95.8% | $147,586-97.7% |
| Participation rate | 43.5% | 74.5%-31.0pp | 68.0%-24.5pp | 82.8%-39.4pp |
| Annual return | 18.69% | 32.41%-13.7pp | 38.78%-20.1pp | 578.59%-559.9pp |
| Employer contribution / active EE | $265 | $3,206-91.7% | $2,568-89.7% | $4,876-94.6% |
| Participant deferral / active EE | $53 | $4,242-98.7% | $3,537-98.5% | $5,439-99.0% |
| Admin fee / account holder | $1,475 | $5,812-74.6% | $4,561-67.7% | $10,886-86.4% |