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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 | $2,529 | $58,828-95.7% | $78,002-96.8% | $62,881-96.0% |
| Participation rate | 56.8% | 71.1%-14.3pp | 75.5%-18.8pp | 69.3%-12.5pp |
| Annual return | 7.83% | 17.16%-9.3pp | 425.99%-418.2pp | 20.14%-12.3pp |
| Employer contribution / active EE | $449 | $1,672-73.1% | $2,470-81.8% | $2,281-80.3% |
| Participant deferral / active EE | $744 | $2,686-72.3% | $3,497-78.7% | $3,203-76.8% |
| Admin fee / account holder | $495 | $4,393-88.7% | $5,481-91.0% | $4,296-88.5% |