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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 | $5,760 | $99,652-94.2% | $78,778-92.7% | $147,585-96.1% |
| Participation rate | 66.7% | 76.2%-9.6pp | 69.2%-2.5pp | 82.8%-16.2pp |
| Annual return | 15.03% | 47.28%-32.3pp | 35.62%-20.6pp | 578.57%-563.5pp |
| Employer contribution / active EE | $390 | $2,796-86.1% | $1,986-80.4% | $4,876-92.0% |
| Participant deferral / active EE | $608 | $3,664-83.4% | $2,958-79.4% | $5,439-88.8% |
| Admin fee / account holder | $559 | $7,155-92.2% | $5,134-89.1% | $10,885-94.9% |