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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 | $3,070 | $114,013-97.3% | $103,693-97.0% | $155,188-98.0% |
| Participation rate | 66.7% | 75.2%-8.5pp | 72.6%-6.0pp | 80.8%-14.1pp |
| Annual return | 20.69% | 49.31%-28.6pp | 47.61%-26.9pp | 148.84%-128.2pp |
| Employer contribution / active EE | $655 | $3,131-79.1% | $2,920-77.6% | $4,248-84.6% |
| Participant deferral / active EE | $805 | $4,970-83.8% | $4,579-82.4% | $6,531-87.7% |
| Admin fee / account holder | $383 | $8,407-95.5% | $7,858-95.1% | $14,480-97.4% |