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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 | $3,051 | $111,535-97.3% | $105,223-97.1% | $137,256-97.8% |
| Participation rate | 66.7% | 78.1%-11.4pp | 75.0%-8.4pp | 80.0%-13.3pp |
| Annual return | 22.75% | 237.85%-215.1pp | 180.65%-157.9pp | 220.34%-197.6pp |
| Employer contribution / active EE | $867 | $3,939-78.0% | $3,689-76.5% | $4,156-79.1% |
| Participant deferral / active EE | $974 | $5,500-82.3% | $5,072-80.8% | $6,407-84.8% |
| Admin fee / account holder | $850 | $9,721-91.3% | $8,859-90.4% | $12,270-93.1% |