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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 | $2,329 | $102,595-97.7% | $94,057-97.5% | $154,746-98.5% |
| Participation rate | 57.1% | 76.0%-18.9pp | 73.3%-16.2pp | 80.7%-23.6pp |
| Annual return | 14.80% | 583.42%-568.6pp | 480.62%-465.8pp | 172.34%-157.5pp |
| Employer contribution / active EE | $344 | $3,147-89.1% | $2,933-88.3% | $4,379-92.1% |
| Participant deferral / active EE | $354 | $5,118-93.1% | $4,709-92.5% | $6,730-94.7% |
| Admin fee / account holder | $886 | $7,736-88.6% | $7,244-87.8% | $14,365-93.8% |