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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 | $1,631 | $100,147-98.4% | $81,286-98.0% | $145,877-98.9% |
| Participation rate | 66.7% | 74.2%-7.6pp | 69.5%-2.9pp | 80.3%-13.6pp |
| Annual return | 14.90% | 34.44%-19.5pp | 24.80%-9.9pp | 551.28%-536.4pp |
| Employer contribution / active EE | $539 | $2,977-81.9% | $2,463-78.1% | $4,663-88.4% |
| Participant deferral / active EE | $539 | $4,607-88.3% | $3,883-86.1% | $6,691-91.9% |
| Admin fee / account holder | $1,113 | $8,201-86.4% | $5,764-80.7% | $13,402-91.7% |