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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 | $3,929 | $53,128-92.6% | $86,582-95.5% | $70,126-94.4% |
| Participation rate | 55.8% | 65.3%-9.5pp | 73.5%-17.7pp | 69.5%-13.7pp |
| Annual return | 16.32% | 27.66%-11.3pp | 965.08%-948.8pp | 73.15%-56.8pp |
| Employer contribution / active EE | $1,433 | $2,068-30.7% | $2,839-49.5% | $2,343-38.8% |
| Participant deferral / active EE | $26 | $2,695-99.0% | $3,609-99.3% | $3,332-99.2% |
| Admin fee / account holder | $3,163 | $3,584-11.7% | $4,904-35.5% | $4,645-31.9% |