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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 | $6,554 | $39,798-83.5% | $67,704-90.3% | $59,633-89.0% |
| Participation rate | 47.3% | 57.4%-10.1pp | 67.5%-20.2pp | 68.7%-21.4pp |
| Annual return | 4.50% | 89.94%-85.4pp | 25.41%-20.9pp | 2041.45%-2037.0pp |
| Employer contribution / active EE | $174 | $1,393-87.5% | $2,559-93.2% | $2,203-92.1% |
| Participant deferral / active EE | $448 | $2,335-80.8% | $3,585-87.5% | $3,192-86.0% |
| Admin fee / account holder | $844 | $3,212-73.7% | $4,255-80.2% | $4,297-80.4% |