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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 | $2,797 | $100,125-97.2% | $81,482-96.6% | $145,978-98.1% |
| Participation rate | 55.6% | 74.2%-18.6pp | 69.5%-13.9pp | 80.3%-24.7pp |
| Annual return | 15.79% | 34.44%-18.6pp | 24.79%-9.0pp | 550.52%-534.7pp |
| Employer contribution / active EE | $453 | $2,977-84.8% | $2,463-81.6% | $4,662-90.3% |
| Participant deferral / active EE | $701 | $4,609-84.8% | $3,885-81.9% | $6,690-89.5% |
| Admin fee / account holder | $581 | $8,198-92.9% | $5,761-89.9% | $13,400-95.7% |