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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 | $1,498 | $97,125-98.5% | $86,233-98.3% | $137,256-98.9% |
| Participation rate | 60.0% | 74.2%-14.2pp | 69.0%-9.0pp | 80.0%-20.0pp |
| Annual return | 14.39% | 74.19%-59.8pp | 61.39%-47.0pp | 220.34%-205.9pp |
| Employer contribution / active EE | $329 | $2,841-88.4% | $2,504-86.9% | $4,156-92.1% |
| Participant deferral / active EE | $329 | $5,180-93.7% | $4,559-92.8% | $6,407-94.9% |
| Admin fee / account holder | $1,065 | $9,725-89.0% | $8,342-87.2% | $12,270-91.3% |