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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 | $289,211-98.6% | $260,467-98.5% | $198,609-98.0% |
| Participation rate | 66.7% | 83.1%-16.4pp | 80.5%-13.8pp | 82.4%-15.7pp |
| Annual return | 18.34% | 112.90%-94.6pp | 100.60%-82.3pp | 202.70%-184.4pp |
| Employer contribution / active EE | $765 | $4,663-83.6% | $4,239-82.0% | $5,055-84.9% |
| Participant deferral / active EE | $796 | $6,812-88.3% | $6,319-87.4% | $6,977-88.6% |
| Admin fee / account holder | $653 | $16,236-96.0% | $15,461-95.8% | $19,030-96.6% |