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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 | $225,673-98.2% | $203,872-98.1% | $155,188-97.4% |
| Participation rate | 66.7% | 80.3%-13.6pp | 77.8%-11.1pp | 80.8%-14.1pp |
| Annual return | 20.10% | 95.91%-75.8pp | 85.11%-65.0pp | 148.84%-128.7pp |
| Employer contribution / active EE | $598 | $4,099-85.4% | $3,757-84.1% | $4,248-85.9% |
| Participant deferral / active EE | $598 | $6,893-91.3% | $6,388-90.6% | $6,531-90.8% |
| Admin fee / account holder | $966 | $12,327-92.2% | $11,730-91.8% | $14,480-93.3% |