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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 | $5,158 | $157,270-96.7% | $141,173-96.3% | $152,870-96.6% |
| Participation rate | 22.7% | 84.8%-62.1pp | 82.5%-59.7pp | 82.4%-59.7pp |
| Annual return | 20.84% | 64.33%-43.5pp | 71.40%-50.6pp | 345.34%-324.5pp |
| Employer contribution / active EE | $965 | $5,261-81.7% | $4,735-79.6% | $4,763-79.7% |
| Participant deferral / active EE | $33 | $7,110-99.5% | $6,710-99.5% | $5,850-99.4% |
| Admin fee / account holder | $594 | $12,121-95.1% | $10,262-94.2% | $11,597-94.9% |