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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 | $2,214 | $59,839-96.3% | $81,991-97.3% | $79,852-97.2% |
| Participation rate | 69.7% | 61.6%+8.1pp | 69.3%+0.4pp | 69.6%+0.1pp |
| Annual return | 48.40% | 17.56%+30.8pp | 41.31%+7.1pp | 31.72%+16.7pp |
| Employer contribution / active EE | $377 | $1,713-78.0% | $2,498-84.9% | $2,471-84.7% |
| Participant deferral / active EE | $683 | $2,695-74.6% | $3,722-81.6% | $3,740-81.7% |
| Admin fee / account holder | $303 | $4,287-92.9% | $5,665-94.7% | $5,306-94.3% |