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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 | $5,681 | $91,198-93.8% | $178,503-96.8% | $79,856-92.9% |
| Participation rate | 28.3% | 69.2%-40.9pp | 81.9%-53.6pp | 69.6%-41.3pp |
| Annual return | 18.29% | 24.20%-5.9pp | 151.12%-132.8pp | 31.71%-13.4pp |
| Employer contribution / active EE | $503 | $3,257-84.6% | $5,011-90.0% | $2,471-79.6% |
| Participant deferral / active EE | $715 | $3,237-77.9% | $5,202-86.3% | $3,741-80.9% |
| Admin fee / account holder | $431 | $6,748-93.6% | $13,987-96.9% | $5,306-91.9% |