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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 | $5,284 | $86,288-93.9% | $111,306-95.3% | $85,851-93.8% |
| Participation rate | 38.0% | 73.3%-35.3pp | 77.3%-39.3pp | 69.3%-31.3pp |
| Annual return | 12.39% | 19.99%-7.6pp | 54.67%-42.3pp | 318.63%-306.2pp |
| Employer contribution / active EE | $842 | $2,044-58.8% | $2,732-69.2% | $2,565-67.2% |
| Participant deferral / active EE | $412 | $3,641-88.7% | $4,488-90.8% | $3,952-89.6% |
| Admin fee / account holder | $695 | $8,189-91.5% | $7,966-91.3% | $6,261-88.9% |