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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 | $73,421-95.0% | $66,439-94.5% | $155,188-97.7% |
| Participation rate | 62.5% | 79.7%-17.2pp | 74.5%-12.0pp | 80.8%-18.3pp |
| Annual return | 18.27% | 1382.37%-1364.1pp | 757.66%-739.4pp | 148.84%-130.6pp |
| Employer contribution / active EE | $442 | $3,039-85.4% | $2,637-83.2% | $4,248-89.6% |
| Participant deferral / active EE | $434 | $4,680-90.7% | $3,876-88.8% | $6,531-93.4% |
| Admin fee / account holder | $323 | $8,856-96.4% | $6,173-94.8% | $14,480-97.8% |