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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 | $3,417 | $225,673-98.5% | $203,872-98.3% | $155,188-97.8% |
| Participation rate | 50.0% | 80.3%-30.3pp | 77.8%-27.8pp | 80.8%-30.8pp |
| Annual return | 6.70% | 95.91%-89.2pp | 85.11%-78.4pp | 148.84%-142.1pp |
| Employer contribution / active EE | $293 | $4,099-92.9% | $3,757-92.2% | $4,248-93.1% |
| Participant deferral / active EE | $317 | $6,893-95.4% | $6,388-95.0% | $6,531-95.1% |
| Admin fee / account holder | $2,829 | $12,327-77.1% | $11,730-75.9% | $14,480-80.5% |