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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 | $126,113-98.9% | $116,096-98.8% | $155,188-99.1% |
| Participation rate | 52.4% | 75.1%-22.8pp | 73.3%-20.9pp | 80.8%-28.4pp |
| Annual return | 20.46% | 391.72%-371.3pp | 326.25%-305.8pp | 148.84%-128.4pp |
| Employer contribution / active EE | $254 | $2,672-90.5% | $2,503-89.9% | $4,248-94.0% |
| Participant deferral / active EE | $320 | $4,162-92.3% | $3,952-91.9% | $6,531-95.1% |
| Admin fee / account holder | $654 | $8,045-91.9% | $7,704-91.5% | $14,480-95.5% |