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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 | $72,071-98.7% | $68,368-98.6% | $137,256-99.3% |
| Participation rate | 33.3% | 76.2%-42.9pp | 73.8%-40.4pp | 80.0%-46.6pp |
| Annual return | 19.28% | 353.14%-333.9pp | 292.57%-273.3pp | 220.34%-201.1pp |
| Employer contribution / active EE | $436 | $2,788-84.4% | $2,649-83.5% | $4,156-89.5% |
| Participant deferral / active EE | $545 | $4,410-87.6% | $4,123-86.8% | $6,407-91.5% |
| Admin fee / account holder | $5,744 | $5,336+7.7% | $5,150+11.5% | $12,270-53.2% |