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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 | $125,778-98.7% | $114,563-98.6% | $154,746-99.0% |
| Participation rate | 60.0% | 75.2%-15.2pp | 72.9%-12.9pp | 80.7%-20.7pp |
| Annual return | 19.07% | 295.14%-276.1pp | 241.09%-222.0pp | 172.34%-153.3pp |
| Employer contribution / active EE | $397 | $2,806-85.8% | $2,592-84.7% | $4,379-90.9% |
| Participant deferral / active EE | $602 | $4,445-86.5% | $4,142-85.5% | $6,730-91.1% |
| Admin fee / account holder | $698 | $8,190-91.5% | $7,623-90.8% | $14,365-95.1% |