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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 | $4,390 | $72,465-93.9% | $67,575-93.5% | $145,884-97.0% |
| Participation rate | 66.7% | 76.9%-10.2pp | 72.9%-6.2pp | 80.3%-13.6pp |
| Annual return | 14.33% | 7222.56%-7208.2pp | 3528.98%-3514.6pp | 551.85%-537.5pp |
| Employer contribution / active EE | $554 | $3,074-82.0% | $2,736-79.7% | $4,662-88.1% |
| Participant deferral / active EE | $605 | $4,786-87.4% | $4,003-84.9% | $6,690-91.0% |
| Admin fee / account holder | $518 | $5,515-90.6% | $3,993-87.0% | $13,392-96.1% |