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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 | $5,438 | $108,911-95.0% | $100,392-94.6% | $145,884-96.3% |
| Participation rate | 36.4% | 83.0%-46.6pp | 81.5%-45.1pp | 80.3%-43.9pp |
| Annual return | 15.04% | 58.23%-43.2pp | 49.45%-34.4pp | 551.85%-536.8pp |
| Employer contribution / active EE | $374 | $4,420-91.5% | $3,941-90.5% | $4,662-92.0% |
| Participant deferral / active EE | $938 | $8,459-88.9% | $8,090-88.4% | $6,690-86.0% |
| Admin fee / account holder | $1,620 | $9,698-83.3% | $7,904-79.5% | $13,392-87.9% |