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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 | $4,715 | $111,787-95.8% | $93,681-95.0% | $145,978-96.8% |
| Participation rate | 52.2% | 74.2%-22.1pp | 68.7%-16.6pp | 80.3%-28.1pp |
| Annual return | 13.61% | 203.52%-189.9pp | 133.47%-119.9pp | 550.52%-536.9pp |
| Employer contribution / active EE | $579 | $3,093-81.3% | $2,422-76.1% | $4,662-87.6% |
| Participant deferral / active EE | $995 | $4,918-79.8% | $4,415-77.5% | $6,690-85.1% |
| Admin fee / account holder | $513 | $10,256-95.0% | $8,290-93.8% | $13,400-96.2% |