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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 | $3,581 | $109,344-96.7% | $89,400-96.0% | $158,950-97.7% |
| Participation rate | 44.4% | 74.3%-29.8pp | 68.0%-23.5pp | 82.0%-37.5pp |
| Annual return | 8.18% | 345.73%-337.6pp | 245.64%-237.5pp | 302.91%-294.7pp |
| Employer contribution / active EE | $395 | $3,170-87.5% | $2,586-84.7% | $4,762-91.7% |
| Participant deferral / active EE | $404 | $4,599-91.2% | $3,890-89.6% | $5,983-93.2% |
| Admin fee / account holder | $1,655 | $6,154-73.1% | $4,882-66.1% | $11,248-85.3% |