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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 | $2,679 | $81,696-96.7% | $70,494-96.2% | $158,982-98.3% |
| Participation rate | 50.0% | 77.7%-27.7pp | 75.1%-25.1pp | 82.0%-32.0pp |
| Annual return | 28.46% | 208.70%-180.2pp | 109.16%-80.7pp | 302.99%-274.5pp |
| Employer contribution / active EE | $508 | $3,220-84.2% | $2,738-81.5% | $4,763-89.3% |
| Participant deferral / active EE | $508 | $4,558-88.9% | $3,711-86.3% | $5,983-91.5% |
| Admin fee / account holder | $1,027 | $6,200-83.4% | $3,848-73.3% | $11,252-90.9% |