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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 | $10,863 | $85,171-87.2% | $172,752-93.7% | $72,975-85.1% |
| Participation rate | 68.8% | 70.1%-1.3pp | 82.6%-13.9pp | 69.5%-0.7pp |
| Annual return | 23.32% | 27.32%-4.0pp | 802.97%-779.7pp | 81.01%-57.7pp |
| Employer contribution / active EE | $475 | $3,324-85.7% | $5,144-90.8% | $2,440-80.5% |
| Participant deferral / active EE | $485 | $3,260-85.1% | $5,198-90.7% | $3,608-86.6% |
| Admin fee / account holder | $306 | $5,880-94.8% | $13,955-97.8% | $5,124-94.0% |