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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 | $1,921 | $225,673-99.1% | $203,872-99.1% | $155,188-98.8% |
| Participation rate | 68.4% | 80.3%-11.9pp | 77.8%-9.4pp | 80.8%-12.4pp |
| Annual return | 13.27% | 95.91%-82.6pp | 85.11%-71.8pp | 148.84%-135.6pp |
| Employer contribution / active EE | $183 | $4,099-95.5% | $3,757-95.1% | $4,248-95.7% |
| Participant deferral / active EE | $280 | $6,893-95.9% | $6,388-95.6% | $6,531-95.7% |
| Admin fee / account holder | $806 | $12,327-93.5% | $11,730-93.1% | $14,480-94.4% |