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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 | $4,453 | $112,121-96.0% | $95,960-95.4% | $158,966-97.2% |
| Participation rate | 45.5% | 79.0%-33.5pp | 77.1%-31.6pp | 82.0%-36.5pp |
| Annual return | 13.42% | 171.16%-157.7pp | 91.63%-78.2pp | 302.95%-289.5pp |
| Employer contribution / active EE | $1,175 | $3,199-63.3% | $2,541-53.8% | $4,762-75.3% |
| Participant deferral / active EE | $243 | $4,784-94.9% | $4,167-94.2% | $5,983-95.9% |
| Admin fee / account holder | $351 | $10,135-96.5% | $6,797-94.8% | $11,250-96.9% |