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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 | $3,392 | $123,750-97.3% | $69,611-95.1% | $145,877-97.7% |
| Participation rate | 50.0% | 69.2%-19.2pp | 66.4%-16.4pp | 80.3%-30.3pp |
| Annual return | 12.74% | 192.03%-179.3pp | 101.14%-88.4pp | 551.28%-538.5pp |
| Employer contribution / active EE | $411 | $2,672-84.6% | $1,709-75.9% | $4,663-91.2% |
| Participant deferral / active EE | $441 | $4,243-89.6% | $2,891-84.8% | $6,691-93.4% |
| Admin fee / account holder | $567 | $7,817-92.7% | $4,696-87.9% | $13,402-95.8% |