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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 | $2,790 | $165,399-98.3% | $149,745-98.1% | $158,982-98.2% |
| Participation rate | 66.7% | 84.6%-17.9pp | 82.5%-15.8pp | 82.0%-15.3pp |
| Annual return | 23.88% | 348.34%-324.5pp | 276.72%-252.8pp | 302.99%-279.1pp |
| Employer contribution / active EE | $1,426 | $5,105-72.1% | $4,646-69.3% | $4,763-70.1% |
| Participant deferral / active EE | $650 | $7,183-90.9% | $6,843-90.5% | $5,983-89.1% |
| Admin fee / account holder | $5,661 | $10,811-47.6% | $9,312-39.2% | $11,252-49.7% |