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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 | $6,713 | $126,113-94.7% | $116,096-94.2% | $155,188-95.7% |
| Participation rate | 18.2% | 75.1%-57.0pp | 73.3%-55.1pp | 80.8%-62.6pp |
| Annual return | 6.71% | 391.72%-385.0pp | 326.25%-319.5pp | 148.84%-142.1pp |
| Employer contribution / active EE | $224 | $2,672-91.6% | $2,503-91.0% | $4,248-94.7% |
| Participant deferral / active EE | $281 | $4,162-93.3% | $3,952-92.9% | $6,531-95.7% |
| Admin fee / account holder | $5,381 | $8,045-33.1% | $7,704-30.2% | $14,480-62.8% |