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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 | $2,226 | $73,546-97.0% | $63,018-96.5% | $147,586-98.5% |
| Participation rate | 68.2% | 77.9%-9.7pp | 74.8%-6.6pp | 82.8%-14.6pp |
| Annual return | 12.99% | 175.56%-162.6pp | 87.62%-74.6pp | 578.59%-565.6pp |
| Employer contribution / active EE | $645 | $3,324-80.6% | $2,761-76.7% | $4,876-86.8% |
| Participant deferral / active EE | $676 | $4,185-83.8% | $3,330-79.7% | $5,439-87.6% |
| Admin fee / account holder | $1,051 | $5,956-82.4% | $3,601-70.8% | $10,886-90.3% |