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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 | $7,419 | $52,519-85.9% | $155,789-95.2% | $59,633-87.6% |
| Participation rate | 25.6% | 61.7%-36.1pp | 76.1%-50.5pp | 68.7%-43.0pp |
| Annual return | -1.69% | 53.51%-55.2pp | 71.54%-73.2pp | 2041.40%-2043.1pp |
| Employer contribution / active EE | $422 | $1,589-73.5% | $3,839-89.0% | $2,203-80.9% |
| Participant deferral / active EE | $919 | $3,084-70.2% | $4,798-80.8% | $3,192-71.2% |
| Admin fee / account holder | $1,869 | $3,540-47.2% | $7,477-75.0% | $4,297-56.5% |