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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 | $2,845 | $88,778-96.8% | $81,844-96.5% | $145,884-98.0% |
| Participation rate | 54.5% | 75.1%-20.5pp | 72.4%-17.8pp | 80.3%-25.8pp |
| Annual return | 14.09% | 1033.03%-1018.9pp | 778.87%-764.8pp | 551.85%-537.8pp |
| Employer contribution / active EE | $481 | $3,087-84.4% | $2,916-83.5% | $4,662-89.7% |
| Participant deferral / active EE | $481 | $4,648-89.6% | $4,323-88.9% | $6,690-92.8% |
| Admin fee / account holder | $618 | $8,430-92.7% | $7,355-91.6% | $13,392-95.4% |