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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 | $5,706 | $91,198-93.7% | $178,503-96.8% | $79,856-92.9% |
| Participation rate | 44.0% | 69.2%-25.2pp | 81.9%-37.9pp | 69.6%-25.6pp |
| Annual return | 20.01% | 24.20%-4.2pp | 151.12%-131.1pp | 31.71%-11.7pp |
| Employer contribution / active EE | $449 | $3,257-86.2% | $5,011-91.0% | $2,471-81.8% |
| Participant deferral / active EE | $636 | $3,237-80.3% | $5,202-87.8% | $3,741-83.0% |
| Admin fee / account holder | $657 | $6,748-90.3% | $13,987-95.3% | $5,306-87.6% |