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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 | $5,035 | $58,275-91.4% | $81,844-93.8% | $80,935-93.8% |
| Participation rate | 48.5% | 63.5%-14.9pp | 72.4%-23.9pp | 67.7%-19.1pp |
| Annual return | 11.28% | 41.82%-30.5pp | 778.87%-767.6pp | 35.66%-24.4pp |
| Employer contribution / active EE | $323 | $2,346-86.2% | $2,916-88.9% | $2,757-88.3% |
| Participant deferral / active EE | $583 | $3,285-82.3% | $4,323-86.5% | $4,299-86.4% |
| Admin fee / account holder | $4,752 | $4,749+0.1% | $7,355-35.4% | $6,924-31.4% |