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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 | $5,798 | $118,708-95.1% | $98,920-94.1% | $158,966-96.4% |
| Participation rate | 66.7% | 77.8%-11.2pp | 76.0%-9.4pp | 82.0%-15.3pp |
| Annual return | 8.85% | 372.49%-363.6pp | 196.47%-187.6pp | 302.95%-294.1pp |
| Employer contribution / active EE | $720 | $3,334-78.4% | $2,689-73.2% | $4,762-84.9% |
| Participant deferral / active EE | $590 | $5,089-88.4% | $4,245-86.1% | $5,983-90.1% |
| Admin fee / account holder | $522 | $10,134-94.8% | $6,643-92.1% | $11,250-95.4% |