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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 | $3,648 | $132,634-97.2% | $115,768-96.8% | $137,256-97.3% |
| Participation rate | 58.3% | 77.9%-19.5pp | 74.4%-16.1pp | 80.0%-21.6pp |
| Annual return | 28.53% | 160.70%-132.2pp | 100.46%-71.9pp | 220.34%-191.8pp |
| Employer contribution / active EE | $720 | $3,360-78.6% | $2,940-75.5% | $4,156-82.7% |
| Participant deferral / active EE | $919 | $5,619-83.7% | $4,917-81.3% | $6,407-85.7% |
| Admin fee / account holder | $650 | $15,028-95.7% | $12,439-94.8% | $12,270-94.7% |