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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 | $1,356 | $126,113-98.9% | $116,096-98.8% | $155,188-99.1% |
| Participation rate | 42.1% | 75.1%-33.0pp | 73.3%-31.2pp | 80.8%-38.7pp |
| Annual return | 15.80% | 391.72%-375.9pp | 326.25%-310.4pp | 148.84%-133.0pp |
| Employer contribution / active EE | $173 | $2,672-93.5% | $2,503-93.1% | $4,248-95.9% |
| Participant deferral / active EE | $263 | $4,162-93.7% | $3,952-93.3% | $6,531-96.0% |
| Admin fee / account holder | $605 | $8,045-92.5% | $7,704-92.2% | $14,480-95.8% |