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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 | $4,925 | $111,535-95.6% | $105,223-95.3% | $137,256-96.4% |
| Participation rate | 53.8% | 78.1%-24.2pp | 75.0%-21.2pp | 80.0%-26.1pp |
| Annual return | 17.35% | 237.85%-220.5pp | 180.65%-163.3pp | 220.34%-203.0pp |
| Employer contribution / active EE | $2,266 | $3,939-42.5% | $3,689-38.6% | $4,156-45.5% |
| Participant deferral / active EE | $1,144 | $5,500-79.2% | $5,072-77.4% | $6,407-82.1% |
| Admin fee / account holder | $441 | $9,721-95.5% | $8,859-95.0% | $12,270-96.4% |