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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 | $6,201 | $100,911-93.9% | $90,440-93.1% | $158,966-96.1% |
| Participation rate | 30.8% | 75.0%-44.3pp | 72.7%-41.9pp | 82.0%-51.2pp |
| Annual return | 17.16% | 1726.62%-1709.5pp | 1294.38%-1277.2pp | 302.95%-285.8pp |
| Employer contribution / active EE | $227 | $3,690-93.8% | $3,263-93.0% | $4,762-95.2% |
| Participant deferral / active EE | $320 | $4,348-92.6% | $3,964-91.9% | $5,983-94.6% |
| Admin fee / account holder | $629 | $6,507-90.3% | $5,615-88.8% | $11,250-94.4% |