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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 | $1,519 | $208,088-99.3% | $186,193-99.2% | $154,746-99.0% |
| Participation rate | 60.0% | 80.0%-20.0pp | 77.1%-17.1pp | 80.7%-20.7pp |
| Annual return | 12.04% | 89.97%-77.9pp | 78.03%-66.0pp | 172.34%-160.3pp |
| Employer contribution / active EE | $467 | $4,340-89.2% | $3,918-88.1% | $4,379-89.3% |
| Participant deferral / active EE | $565 | $7,078-92.0% | $6,513-91.3% | $6,730-91.6% |
| Admin fee / account holder | $1,107 | $11,698-90.5% | $11,058-90.0% | $14,365-92.3% |