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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 | $1,344 | $125,778-98.9% | $114,563-98.8% | $154,746-99.1% |
| Participation rate | 52.4% | 75.2%-22.8pp | 72.9%-20.5pp | 80.7%-28.3pp |
| Annual return | 20.46% | 295.14%-274.7pp | 241.09%-220.6pp | 172.34%-151.9pp |
| Employer contribution / active EE | $254 | $2,806-91.0% | $2,592-90.2% | $4,379-94.2% |
| Participant deferral / active EE | $320 | $4,445-92.8% | $4,142-92.3% | $6,730-95.2% |
| Admin fee / account holder | $654 | $8,190-92.0% | $7,623-91.4% | $14,365-95.5% |