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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 | $8,544 | $52,519-83.7% | $155,789-94.5% | $59,633-85.7% |
| Participation rate | 66.1% | 61.7%+4.4pp | 76.1%-10.0pp | 68.7%-2.6pp |
| Annual return | 1.43% | 53.51%-52.1pp | 71.54%-70.1pp | 2041.45%-2040.0pp |
| Employer contribution / active EE | $281 | $1,589-82.3% | $3,839-92.7% | $2,203-87.2% |
| Participant deferral / active EE | $762 | $3,084-75.3% | $4,798-84.1% | $3,192-76.1% |
| Admin fee / account holder | $524 | $3,540-85.2% | $7,477-93.0% | $4,297-87.8% |