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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 | $3,104 | $108,922-97.2% | $100,398-96.9% | $145,978-97.9% |
| Participation rate | 66.7% | 83.0%-16.3pp | 81.5%-14.8pp | 80.3%-13.6pp |
| Annual return | 12.92% | 58.04%-45.1pp | 49.32%-36.4pp | 550.52%-537.6pp |
| Employer contribution / active EE | $430 | $4,426-90.3% | $3,946-89.1% | $4,662-90.8% |
| Participant deferral / active EE | $108 | $8,450-98.7% | $8,084-98.7% | $6,690-98.4% |
| Admin fee / account holder | $5,317 | $9,680-45.1% | $7,893-32.6% | $13,400-60.3% |