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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 | $3,284 | $52,353-93.7% | $120,225-97.3% | $82,448-96.0% |
| Participation rate | 28.6% | 58.3%-29.7pp | 69.6%-41.0pp | 68.1%-39.5pp |
| Annual return | 28.12% | 61.85%-33.7pp | 439.23%-411.1pp | 41.64%-13.5pp |
| Employer contribution / active EE | $300 | $1,510-80.1% | $3,475-91.4% | $2,551-88.2% |
| Participant deferral / active EE | $516 | $2,627-80.4% | $3,999-87.1% | $4,139-87.5% |
| Admin fee / account holder | $777 | $4,363-82.2% | $5,696-86.4% | $7,234-89.3% |