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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 | $4,544 | $103,008-95.6% | $90,304-95.0% | $152,897-97.0% |
| Participation rate | 42.9% | 75.9%-33.0pp | 73.3%-30.4pp | 82.5%-39.6pp |
| Annual return | 13.23% | 95.22%-82.0pp | 78.13%-64.9pp | 345.43%-332.2pp |
| Employer contribution / active EE | $508 | $3,139-83.8% | $2,855-82.2% | $4,764-89.3% |
| Participant deferral / active EE | $690 | $4,281-83.9% | $3,885-82.2% | $5,851-88.2% |
| Admin fee / account holder | $3,900 | $6,175-36.8% | $5,354-27.1% | $11,599-66.4% |