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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 | $3,676 | $99,380-96.3% | $90,312-95.9% | $155,188-97.6% |
| Participation rate | 25.0% | 77.3%-52.3pp | 72.9%-47.9pp | 80.8%-55.8pp |
| Annual return | 21.21% | 19.35%+1.9pp | 18.90%+2.3pp | 148.84%-127.6pp |
| Employer contribution / active EE | $130 | $2,390-94.6% | $2,243-94.2% | $4,248-96.9% |
| Participant deferral / active EE | $130 | $4,212-96.9% | $3,749-96.5% | $6,531-98.0% |
| Admin fee / account holder | $347 | $9,766-96.5% | $8,248-95.8% | $14,480-97.6% |