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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 | $942 | $114,013-99.2% | $103,693-99.1% | $155,188-99.4% |
| Participation rate | 33.3% | 75.2%-41.9pp | 72.6%-39.3pp | 80.8%-47.5pp |
| Annual return | 19.28% | 49.31%-30.0pp | 47.61%-28.3pp | 148.84%-129.6pp |
| Employer contribution / active EE | $436 | $3,131-86.1% | $2,920-85.1% | $4,248-89.7% |
| Participant deferral / active EE | $545 | $4,970-89.0% | $4,579-88.1% | $6,531-91.7% |
| Admin fee / account holder | $5,744 | $8,407-31.7% | $7,858-26.9% | $14,480-60.3% |