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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 | $6,874 | $56,116-87.8% | $135,768-94.9% | $86,983-92.1% |
| Participation rate | 31.4% | 60.1%-28.7pp | 71.1%-39.7pp | 69.5%-38.1pp |
| Annual return | 20.68% | 125.33%-104.6pp | 526.10%-505.4pp | 25.83%-5.1pp |
| Employer contribution / active EE | $315 | $1,528-79.4% | $3,394-90.7% | $2,584-87.8% |
| Participant deferral / active EE | $431 | $2,690-84.0% | $3,977-89.2% | $4,194-89.7% |
| Admin fee / account holder | $359 | $4,314-91.7% | $7,048-94.9% | $7,856-95.4% |