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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 | $3,990 | $85,171-95.3% | $172,753-97.7% | $72,976-94.5% |
| Participation rate | 65.4% | 70.1%-4.7pp | 82.6%-17.3pp | 69.5%-4.1pp |
| Annual return | 28.31% | 27.32%+1.0pp | 803.00%-774.7pp | 81.02%-52.7pp |
| Employer contribution / active EE | $558 | $3,324-83.2% | $5,144-89.2% | $2,440-77.1% |
| Participant deferral / active EE | $582 | $3,260-82.2% | $5,198-88.8% | $3,608-83.9% |
| Admin fee / account holder | $637 | $5,880-89.2% | $13,956-95.4% | $5,124-87.6% |