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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 | $1,817 | $108,882-98.3% | $96,754-98.1% | $154,746-98.8% |
| Participation rate | 57.1% | 75.1%-17.9pp | 70.3%-13.1pp | 80.7%-23.6pp |
| Annual return | 15.10% | 98.39%-83.3pp | 82.04%-66.9pp | 172.34%-157.2pp |
| Employer contribution / active EE | $591 | $3,018-80.4% | $2,679-78.0% | $4,379-86.5% |
| Participant deferral / active EE | $663 | $5,323-87.5% | $4,758-86.1% | $6,730-90.2% |
| Admin fee / account holder | $691 | $10,200-93.2% | $8,905-92.2% | $14,365-95.2% |