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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 | $2,031 | $162,529-98.8% | $130,788-98.4% | $154,746-98.7% |
| Participation rate | 38.9% | 75.9%-37.0pp | 70.1%-31.2pp | 80.7%-41.8pp |
| Annual return | 14.54% | 510.48%-495.9pp | 386.44%-371.9pp | 172.34%-157.8pp |
| Employer contribution / active EE | $229 | $4,447-94.9% | $3,558-93.6% | $4,379-94.8% |
| Participant deferral / active EE | $344 | $4,808-92.9% | $4,137-91.7% | $6,730-94.9% |
| Admin fee / account holder | $1,862 | $7,669-75.7% | $6,673-72.1% | $14,365-87.0% |