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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 | $4,386 | $115,917-96.2% | $100,535-95.6% | $158,982-97.2% |
| Participation rate | 52.9% | 81.6%-28.7pp | 79.4%-26.5pp | 82.0%-29.0pp |
| Annual return | 23.14% | 34.80%-11.7pp | 30.90%-7.8pp | 302.99%-279.9pp |
| Employer contribution / active EE | $485 | $4,105-88.2% | $3,419-85.8% | $4,763-89.8% |
| Participant deferral / active EE | $666 | $6,677-90.0% | $6,271-89.4% | $5,983-88.9% |
| Admin fee / account holder | $528 | $11,002-95.2% | $8,085-93.5% | $11,252-95.3% |