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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 | $2,366 | $101,618-97.7% | $93,063-97.5% | $137,256-98.3% |
| Participation rate | 61.5% | 74.9%-13.4pp | 72.1%-10.6pp | 80.0%-18.4pp |
| Annual return | 16.33% | 223.95%-207.6pp | 34.15%-17.8pp | 220.34%-204.0pp |
| Employer contribution / active EE | $334 | $2,707-87.6% | $2,476-86.5% | $4,156-92.0% |
| Participant deferral / active EE | $456 | $4,279-89.3% | $3,958-88.5% | $6,407-92.9% |
| Admin fee / account holder | $669 | $6,198-89.2% | $6,033-88.9% | $12,270-94.5% |