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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 | $2,375 | $100,911-97.6% | $90,440-97.4% | $158,966-98.5% |
| Participation rate | 33.3% | 75.0%-41.7pp | 72.7%-39.4pp | 82.0%-48.6pp |
| Annual return | 13.99% | 1726.62%-1712.6pp | 1294.38%-1280.4pp | 302.95%-289.0pp |
| Employer contribution / active EE | $221 | $3,690-94.0% | $3,263-93.2% | $4,762-95.4% |
| Participant deferral / active EE | $650 | $4,348-85.1% | $3,964-83.6% | $5,983-89.1% |
| Admin fee / account holder | $345 | $6,507-94.7% | $5,615-93.9% | $11,250-96.9% |