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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 | $8,263 | $103,008-92.0% | $90,304-90.8% | $152,897-94.6% |
| Participation rate | 33.3% | 75.9%-42.5pp | 73.3%-39.9pp | 82.5%-49.1pp |
| Annual return | 23.95% | 95.22%-71.3pp | 78.13%-54.2pp | 345.43%-321.5pp |
| Employer contribution / active EE | $341 | $3,139-89.1% | $2,855-88.0% | $4,764-92.8% |
| Participant deferral / active EE | $683 | $4,281-84.1% | $3,885-82.4% | $5,851-88.3% |
| Admin fee / account holder | $2,245 | $6,175-63.6% | $5,354-58.1% | $11,599-80.6% |