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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 | $4,528 | $111,878-96.0% | $93,727-95.2% | $145,897-96.9% |
| Participation rate | 66.7% | 74.2%-7.5pp | 68.7%-2.0pp | 80.3%-13.6pp |
| Annual return | 21.68% | 204.28%-182.6pp | 133.83%-112.2pp | 552.29%-530.6pp |
| Employer contribution / active EE | $940 | $3,092-69.6% | $2,421-61.2% | $4,663-79.8% |
| Participant deferral / active EE | $1,048 | $4,920-78.7% | $4,417-76.3% | $6,689-84.3% |
| Admin fee / account holder | $557 | $10,256-94.6% | $8,292-93.3% | $13,390-95.8% |