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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 | $9,979 | $84,684-88.2% | $73,835-86.5% | $125,388-92.0% |
| Participation rate | 22.7% | 76.8%-54.0pp | 73.4%-50.7pp | 83.2%-60.5pp |
| Annual return | 3.39% | 3123.93%-3120.5pp | 2268.13%-2264.7pp | 282.24%-278.8pp |
| Employer contribution / active EE | $210 | $3,123-93.3% | $2,788-92.5% | $4,866-95.7% |
| Participant deferral / active EE | $237 | $3,993-94.1% | $3,583-93.4% | $5,352-95.6% |
| Admin fee / account holder | $7,068 | $5,691+24.2% | $4,880+44.8% | $9,541-25.9% |