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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 | $3,558 | $152,612-97.7% | $125,192-97.2% | $152,897-97.7% |
| Participation rate | 66.7% | 83.3%-16.7pp | 79.8%-13.1pp | 82.5%-15.8pp |
| Annual return | 14.14% | 54.85%-40.7pp | 43.79%-29.7pp | 345.43%-331.3pp |
| Employer contribution / active EE | $1,300 | $4,947-73.7% | $3,866-66.4% | $4,764-72.7% |
| Participant deferral / active EE | $393 | $5,868-93.3% | $4,937-92.0% | $5,851-93.3% |
| Admin fee / account holder | $3,264 | $13,437-75.7% | $9,704-66.4% | $11,599-71.9% |