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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 | $149,040-98.6% | $120,225-98.3% | $137,256-98.5% |
| Participation rate | 38.9% | 75.4%-36.5pp | 69.6%-30.7pp | 80.0%-41.1pp |
| Annual return | 14.54% | 605.68%-591.1pp | 439.23%-424.7pp | 220.34%-205.8pp |
| Employer contribution / active EE | $229 | $4,350-94.7% | $3,475-93.4% | $4,156-94.5% |
| Participant deferral / active EE | $344 | $4,655-92.6% | $3,999-91.4% | $6,407-94.6% |
| Admin fee / account holder | $1,862 | $6,348-70.7% | $5,696-67.3% | $12,270-84.8% |