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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 | $3,639 | $68,097-94.7% | $62,929-94.2% | $137,256-97.3% |
| Participation rate | 62.5% | 77.4%-14.9pp | 73.1%-10.6pp | 80.0%-17.5pp |
| Annual return | 18.27% | 1859.11%-1840.8pp | 1063.93%-1045.7pp | 220.34%-202.1pp |
| Employer contribution / active EE | $442 | $2,811-84.3% | $2,505-82.3% | $4,156-89.4% |
| Participant deferral / active EE | $434 | $4,553-90.5% | $3,888-88.8% | $6,407-93.2% |
| Admin fee / account holder | $323 | $6,521-95.1% | $5,065-93.6% | $12,270-97.4% |