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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 | $8,941 | $56,640-84.2% | $78,002-88.5% | $55,167-83.8% |
| Participation rate | 48.5% | 73.3%-24.9pp | 75.5%-27.1pp | 69.0%-20.5pp |
| Annual return | 10.35% | 2868.48%-2858.1pp | 425.99%-415.6pp | 169.23%-158.9pp |
| Employer contribution / active EE | $590 | $1,724-65.8% | $2,470-76.1% | $1,963-69.9% |
| Participant deferral / active EE | $1,090 | $2,778-60.8% | $3,497-68.8% | $3,054-64.3% |
| Admin fee / account holder | $312 | $467-33.1% | $5,481-94.3% | $504-38.1% |