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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 | $4,080 | $73,518-94.4% | $63,003-93.5% | $147,585-97.2% |
| Participation rate | 43.8% | 77.9%-34.1pp | 74.8%-31.1pp | 82.8%-39.1pp |
| Annual return | 14.06% | 175.46%-161.4pp | 87.59%-73.5pp | 578.57%-564.5pp |
| Employer contribution / active EE | $730 | $3,322-78.0% | $2,760-73.5% | $4,876-85.0% |
| Participant deferral / active EE | $109 | $4,183-97.4% | $3,329-96.7% | $5,439-98.0% |
| Admin fee / account holder | $2,399 | $5,952-59.7% | $3,600-33.4% | $10,885-78.0% |