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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 | $1,589 | $102,595-98.5% | $94,057-98.3% | $154,746-99.0% |
| Participation rate | 66.7% | 76.0%-9.3pp | 73.3%-6.7pp | 80.7%-14.0pp |
| Annual return | 14.04% | 583.42%-569.4pp | 480.62%-466.6pp | 172.34%-158.3pp |
| Employer contribution / active EE | $340 | $3,147-89.2% | $2,933-88.4% | $4,379-92.2% |
| Participant deferral / active EE | $452 | $5,118-91.2% | $4,709-90.4% | $6,730-93.3% |
| Admin fee / account holder | $1,223 | $7,736-84.2% | $7,244-83.1% | $14,365-91.5% |