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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 | $3,020 | $100,938-97.0% | $90,461-96.7% | $158,982-98.1% |
| Participation rate | 58.3% | 75.0%-16.7pp | 72.7%-14.4pp | 82.0%-23.6pp |
| Annual return | 24.92% | 1727.20%-1702.3pp | 1294.76%-1269.8pp | 302.99%-278.1pp |
| Employer contribution / active EE | $226 | $3,691-93.9% | $3,264-93.1% | $4,763-95.3% |
| Participant deferral / active EE | $497 | $4,350-88.6% | $3,964-87.5% | $5,983-91.7% |
| Admin fee / account holder | $318 | $6,510-95.1% | $5,617-94.3% | $11,252-97.2% |