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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 | $3,974 | $182,442-97.8% | $163,379-97.6% | $138,895-97.1% |
| Participation rate | 66.7% | 79.8%-13.1pp | 76.8%-10.2pp | 79.9%-13.3pp |
| Annual return | 20.10% | 72.74%-52.6pp | 63.41%-43.3pp | 145.39%-125.3pp |
| Employer contribution / active EE | $598 | $4,159-85.6% | $3,752-84.1% | $4,194-85.7% |
| Participant deferral / active EE | $598 | $6,817-91.2% | $6,282-90.5% | $6,396-90.7% |
| Admin fee / account holder | $966 | $10,396-90.7% | $9,818-90.2% | $12,562-92.3% |