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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 | $6,782 | $108,701-93.8% | $74,723-90.9% | $152,909-95.6% |
| Participation rate | 9.1% | 65.4%-56.3pp | 54.5%-45.4pp | 82.5%-73.4pp |
| Annual return | 7.56% | 114.12%-106.6pp | 753.18%-745.6pp | 345.46%-337.9pp |
| Employer contribution / active EE | $23 | $1,504-98.5% | $1,084-97.9% | $4,764-99.5% |
| Participant deferral / active EE | $29 | $2,709-98.9% | $1,962-98.5% | $5,851-99.5% |
| Admin fee / account holder | $487 | $4,906-90.1% | $3,335-85.4% | $11,601-95.8% |