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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 | $4,451 | $63,346-93.0% | $92,240-95.2% | $70,126-93.7% |
| Participation rate | 52.3% | 68.7%-16.4pp | 76.5%-24.2pp | 69.5%-17.2pp |
| Annual return | 12.62% | 530.19%-517.6pp | 176.29%-163.7pp | 73.15%-60.5pp |
| Employer contribution / active EE | $1,579 | $2,471-36.1% | $3,680-57.1% | $2,343-32.6% |
| Participant deferral / active EE | $494 | $2,854-82.7% | $3,897-87.3% | $3,332-85.2% |
| Admin fee / account holder | $823 | $3,841-78.6% | $5,194-84.1% | $4,645-82.3% |