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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 | $2,839 | $202,440-98.6% | $169,390-98.3% | $139,466-98.0% |
| Participation rate | 50.0% | 81.1%-31.1pp | 77.2%-27.2pp | 80.3%-30.3pp |
| Annual return | 27.46% | 532.36%-504.9pp | 406.07%-378.6pp | 373.66%-346.2pp |
| Employer contribution / active EE | $744 | $4,693-84.2% | $4,013-81.5% | $4,754-84.4% |
| Participant deferral / active EE | $1,093 | $6,940-84.3% | $6,222-82.4% | $6,712-83.7% |
| Admin fee / account holder | $1,704 | $10,722-84.1% | $9,015-81.1% | $11,409-85.1% |