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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 | $3,343 | $176,120-98.1% | $159,487-97.9% | $167,553-98.0% |
| Participation rate | 66.7% | 85.0%-18.3pp | 82.8%-16.2pp | 82.1%-15.4pp |
| Annual return | 14.04% | 331.95%-317.9pp | 263.71%-249.7pp | 478.89%-464.9pp |
| Employer contribution / active EE | $2,072 | $5,299-60.9% | $4,831-57.1% | $4,840-57.2% |
| Participant deferral / active EE | $0 | $7,752-100.0% | $7,354-100.0% | $6,343-100.0% |
| Admin fee / account holder | $1,328 | $12,561-89.4% | $10,804-87.7% | $12,316-89.2% |