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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 | $7,823 | $60,128-87.0% | $90,440-91.4% | $79,852-90.2% |
| Participation rate | 39.7% | 65.0%-25.3pp | 72.7%-33.0pp | 69.6%-30.0pp |
| Annual return | 15.33% | 71.95%-56.6pp | 1294.38%-1279.1pp | 31.72%-16.4pp |
| Employer contribution / active EE | $385 | $2,068-81.4% | $3,263-88.2% | $2,471-84.4% |
| Participant deferral / active EE | $767 | $2,939-73.9% | $3,964-80.6% | $3,740-79.5% |
| Admin fee / account holder | $578 | $3,977-85.5% | $5,615-89.7% | $5,306-89.1% |