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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 | $4,347 | $96,123-95.5% | $77,361-94.4% | $198,609-97.8% |
| Participation rate | 63.6% | 81.1%-17.5pp | 75.0%-11.3pp | 82.4%-18.7pp |
| Annual return | 5.97% | 2054.81%-2048.8pp | 1011.54%-1005.6pp | 202.70%-196.7pp |
| Employer contribution / active EE | $901 | $3,791-76.2% | $2,990-69.9% | $5,055-82.2% |
| Participant deferral / active EE | $1,040 | $4,975-79.1% | $3,911-73.4% | $6,977-85.1% |
| Admin fee / account holder | $4,893 | $9,471-48.3% | $5,894-17.0% | $19,030-74.3% |