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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 | $5,453 | $77,908-93.0% | $149,696-96.4% | $75,173-92.7% |
| Participation rate | 65.2% | 65.6%-0.4pp | 78.8%-13.6pp | 67.2%-2.0pp |
| Annual return | 14.83% | 31.73%-16.9pp | 134.46%-119.6pp | 160.72%-145.9pp |
| Employer contribution / active EE | $491 | $3,138-84.3% | $4,821-89.8% | $2,671-81.6% |
| Participant deferral / active EE | $682 | $3,411-80.0% | $5,682-88.0% | $4,126-83.5% |
| Admin fee / account holder | $828 | $5,950-86.1% | $13,212-93.7% | $5,651-85.3% |