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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 | $2,469 | $72,446-96.6% | $67,561-96.3% | $145,877-98.3% |
| Participation rate | 61.5% | 76.9%-15.3pp | 72.9%-11.4pp | 80.3%-18.8pp |
| Annual return | 10.86% | 7211.98%-7201.1pp | 3525.44%-3514.6pp | 551.28%-540.4pp |
| Employer contribution / active EE | $394 | $3,072-87.2% | $2,735-85.6% | $4,663-91.5% |
| Participant deferral / active EE | $420 | $4,785-91.2% | $4,003-89.5% | $6,691-93.7% |
| Admin fee / account holder | $352 | $5,541-93.6% | $4,006-91.2% | $13,402-97.4% |