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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 | $3,042 | $90,606-96.6% | $79,466-96.2% | $135,379-97.8% |
| Participation rate | 42.9% | 76.0%-33.2pp | 73.3%-30.5pp | 82.6%-39.8pp |
| Annual return | 11.04% | 977.69%-966.7pp | 718.28%-707.2pp | 519.79%-508.7pp |
| Employer contribution / active EE | $320 | $3,068-89.6% | $2,800-88.6% | $4,779-93.3% |
| Participant deferral / active EE | $101 | $4,050-97.5% | $3,704-97.3% | $5,609-98.2% |
| Admin fee / account holder | $1,297 | $5,895-78.0% | $5,104-74.6% | $10,828-88.0% |