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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 | $5,252 | $114,130-95.4% | $96,192-94.5% | $167,553-96.9% |
| Participation rate | 46.7% | 75.1%-28.4pp | 68.4%-21.8pp | 82.1%-35.4pp |
| Annual return | 11.30% | 190.07%-178.8pp | 192.09%-180.8pp | 478.89%-467.6pp |
| Employer contribution / active EE | $546 | $3,431-84.1% | $2,799-80.5% | $4,840-88.7% |
| Participant deferral / active EE | $795 | $5,198-84.7% | $4,351-81.7% | $6,343-87.5% |
| Admin fee / account holder | $3,585 | $6,901-48.0% | $5,539-35.3% | $12,316-70.9% |