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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 | $3,951 | $148,582-97.3% | $135,942-97.1% | $139,456-97.2% |
| Participation rate | 66.7% | 83.9%-17.2pp | 81.9%-15.2pp | 80.3%-13.7pp |
| Annual return | 14.33% | 79.26%-64.9pp | 68.28%-53.9pp | 373.45%-359.1pp |
| Employer contribution / active EE | $1,322 | $5,245-74.8% | $4,858-72.8% | $4,753-72.2% |
| Participant deferral / active EE | $1,439 | $8,101-82.2% | $7,759-81.4% | $6,711-78.6% |
| Admin fee / account holder | $3,537 | $12,402-71.5% | $10,764-67.1% | $11,407-69.0% |