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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 | $2,663 | $155,555-98.3% | $146,866-98.2% | $155,188-98.3% |
| Participation rate | 66.7% | 84.0%-17.3pp | 82.5%-15.8pp | 80.8%-14.1pp |
| Annual return | 20.62% | 115.41%-94.8pp | 102.85%-82.2pp | 148.84%-128.2pp |
| Employer contribution / active EE | $1,392 | $4,647-70.1% | $4,425-68.5% | $4,248-67.2% |
| Participant deferral / active EE | $1,462 | $8,044-81.8% | $7,759-81.2% | $6,531-77.6% |
| Admin fee / account holder | $500 | $14,755-96.6% | $13,620-96.3% | $14,480-96.5% |