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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 | $5,146 | $208,088-97.5% | $186,193-97.2% | $154,746-96.7% |
| Participation rate | 62.5% | 80.0%-17.5pp | 77.1%-14.6pp | 80.7%-18.2pp |
| Annual return | 19.62% | 89.97%-70.4pp | 78.03%-58.4pp | 172.34%-152.7pp |
| Employer contribution / active EE | $706 | $4,340-83.7% | $3,918-82.0% | $4,379-83.9% |
| Participant deferral / active EE | $781 | $7,078-89.0% | $6,513-88.0% | $6,730-88.4% |
| Admin fee / account holder | $617 | $11,698-94.7% | $11,058-94.4% | $14,365-95.7% |