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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 | $3,983 | $208,088-98.1% | $186,193-97.9% | $154,746-97.4% |
| Participation rate | 66.7% | 80.0%-13.3pp | 77.1%-10.4pp | 80.7%-14.0pp |
| Annual return | 18.34% | 89.97%-71.6pp | 78.03%-59.7pp | 172.34%-154.0pp |
| Employer contribution / active EE | $765 | $4,340-82.4% | $3,918-80.5% | $4,379-82.5% |
| Participant deferral / active EE | $796 | $7,078-88.8% | $6,513-87.8% | $6,730-88.2% |
| Admin fee / account holder | $653 | $11,698-94.4% | $11,058-94.1% | $14,365-95.5% |