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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 | $2,685 | $157,304-98.3% | $141,197-98.1% | $152,909-98.2% |
| Participation rate | 66.7% | 84.8%-18.2pp | 82.5%-15.8pp | 82.5%-15.8pp |
| Annual return | 21.54% | 64.34%-42.8pp | 71.41%-49.9pp | 345.46%-323.9pp |
| Employer contribution / active EE | $2,295 | $5,263-56.4% | $4,736-51.5% | $4,764-51.8% |
| Participant deferral / active EE | $451 | $7,111-93.7% | $6,710-93.3% | $5,851-92.3% |
| Admin fee / account holder | $1,038 | $12,126-91.4% | $10,265-89.9% | $11,601-91.1% |