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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 | $3,579 | $76,368-95.3% | $67,681-94.7% | $154,746-97.7% |
| Participation rate | 37.5% | 79.0%-41.5pp | 73.7%-36.2pp | 80.7%-43.2pp |
| Annual return | 14.03% | 1066.77%-1052.7pp | 590.58%-576.6pp | 172.34%-158.3pp |
| Employer contribution / active EE | $721 | $3,151-77.1% | $2,678-73.1% | $4,379-83.5% |
| Participant deferral / active EE | $970 | $4,824-79.9% | $3,976-75.6% | $6,730-85.6% |
| Admin fee / account holder | $1,284 | $8,559-85.0% | $6,100-78.9% | $14,365-91.1% |