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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 | $1,588 | $101,618-98.4% | $93,063-98.3% | $137,256-98.8% |
| Participation rate | 60.0% | 74.9%-14.9pp | 72.1%-12.1pp | 80.0%-20.0pp |
| Annual return | 19.07% | 223.95%-204.9pp | 34.15%-15.1pp | 220.34%-201.3pp |
| Employer contribution / active EE | $397 | $2,707-85.3% | $2,476-84.0% | $4,156-90.4% |
| Participant deferral / active EE | $602 | $4,279-85.9% | $3,958-84.8% | $6,407-90.6% |
| Admin fee / account holder | $698 | $6,198-88.7% | $6,033-88.4% | $12,270-94.3% |