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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 | $3,004 | $106,923-97.2% | $84,023-96.4% | $152,909-98.0% |
| Participation rate | 44.4% | 75.3%-30.8pp | 69.0%-24.6pp | 82.5%-38.0pp |
| Annual return | 22.15% | 105.02%-82.9pp | 71.32%-49.2pp | 345.46%-323.3pp |
| Employer contribution / active EE | $0 | $2,735-100.0% | $1,984-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $797 | $4,013-80.1% | $3,239-75.4% | $5,851-86.4% |
| Admin fee / account holder | $878 | $8,289-89.4% | $6,102-85.6% | $11,601-92.4% |