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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 | $5,298 | $99,079-94.7% | $78,002-93.2% | $273,972-98.1% |
| Participation rate | 16.7% | 78.6%-61.9pp | 75.5%-58.9pp | 83.0%-66.3pp |
| Annual return | 6.20% | 217.93%-211.7pp | 425.99%-419.8pp | 41.46%-35.3pp |
| Employer contribution / active EE | $541 | $3,308-83.6% | $2,470-78.1% | $4,869-88.9% |
| Participant deferral / active EE | $803 | $4,306-81.4% | $3,497-77.1% | $5,287-84.8% |
| Admin fee / account holder | $3,636 | $8,954-59.4% | $5,481-33.7% | $10,133-64.1% |