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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 | $3,646 | $52,279-93.0% | $89,414-95.9% | $79,852-95.4% |
| Participation rate | 47.1% | 57.5%-10.5pp | 68.0%-20.9pp | 69.6%-22.6pp |
| Annual return | 12.89% | 22.16%-9.3pp | 245.50%-232.6pp | 31.72%-18.8pp |
| Employer contribution / active EE | $404 | $1,572-74.3% | $2,586-84.4% | $2,471-83.7% |
| Participant deferral / active EE | $744 | $2,740-72.9% | $3,890-80.9% | $3,740-80.1% |
| Admin fee / account holder | $578 | $3,356-82.8% | $4,883-88.2% | $5,306-89.1% |