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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 | $180,749-97.8% | $160,784-97.5% | $137,256-97.1% |
| Participation rate | 66.7% | 80.0%-13.3pp | 77.0%-10.3pp | 80.0%-13.3pp |
| Annual return | 18.34% | 2234.46%-2216.1pp | 1803.92%-1785.6pp | 220.34%-202.0pp |
| Employer contribution / active EE | $765 | $4,155-81.6% | $3,733-79.5% | $4,156-81.6% |
| Participant deferral / active EE | $796 | $6,844-88.4% | $6,293-87.3% | $6,407-87.6% |
| Admin fee / account holder | $653 | $10,397-93.7% | $9,717-93.3% | $12,270-94.7% |