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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 | $2,273 | $148,582-98.5% | $135,942-98.3% | $139,456-98.4% |
| Participation rate | 69.2% | 83.9%-14.6pp | 81.9%-12.7pp | 80.3%-11.1pp |
| Annual return | 33.04% | 79.26%-46.2pp | 68.28%-35.2pp | 373.45%-340.4pp |
| Employer contribution / active EE | $0 | $5,245-100.0% | $4,858-100.0% | $4,753-100.0% |
| Participant deferral / active EE | $1,488 | $8,101-81.6% | $7,759-80.8% | $6,711-77.8% |
| Admin fee / account holder | $836 | $12,402-93.3% | $10,764-92.2% | $11,407-92.7% |