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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 | $4,619 | $111,535-95.9% | $105,223-95.6% | $137,256-96.6% |
| Participation rate | 50.0% | 78.1%-28.1pp | 75.0%-25.0pp | 80.0%-30.0pp |
| Annual return | 16.42% | 237.85%-221.4pp | 180.65%-164.2pp | 220.34%-203.9pp |
| Employer contribution / active EE | $855 | $3,939-78.3% | $3,689-76.8% | $4,156-79.4% |
| Participant deferral / active EE | $1,357 | $5,500-75.3% | $5,072-73.2% | $6,407-78.8% |
| Admin fee / account holder | $5,116 | $9,721-47.4% | $8,859-42.3% | $12,270-58.3% |