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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 | $3,465 | $208,088-98.3% | $186,193-98.1% | $154,746-97.8% |
| Participation rate | 50.0% | 80.0%-30.0pp | 77.1%-27.1pp | 80.7%-30.7pp |
| Annual return | 9.89% | 89.97%-80.1pp | 78.03%-68.1pp | 172.34%-162.4pp |
| Employer contribution / active EE | $671 | $4,340-84.6% | $3,918-82.9% | $4,379-84.7% |
| Participant deferral / active EE | $671 | $7,078-90.5% | $6,513-89.7% | $6,730-90.0% |
| Admin fee / account holder | $3,124 | $11,698-73.3% | $11,058-71.7% | $14,365-78.3% |