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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 | $3,240 | $108,922-97.0% | $100,398-96.8% | $145,978-97.8% |
| Participation rate | 42.9% | 83.0%-40.1pp | 81.5%-38.6pp | 80.3%-37.4pp |
| Annual return | 11.03% | 58.04%-47.0pp | 49.32%-38.3pp | 550.52%-539.5pp |
| Employer contribution / active EE | $918 | $4,426-79.3% | $3,946-76.7% | $4,662-80.3% |
| Participant deferral / active EE | $618 | $8,450-92.7% | $8,084-92.4% | $6,690-90.8% |
| Admin fee / account holder | $390 | $9,680-96.0% | $7,893-95.1% | $13,400-97.1% |