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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 | $2,633 | $73,518-96.4% | $63,003-95.8% | $147,585-98.2% |
| Participation rate | 42.9% | 77.9%-35.0pp | 74.8%-32.0pp | 82.8%-40.0pp |
| Annual return | 11.10% | 175.46%-164.4pp | 87.59%-76.5pp | 578.57%-567.5pp |
| Employer contribution / active EE | $419 | $3,322-87.4% | $2,760-84.8% | $4,876-91.4% |
| Participant deferral / active EE | $119 | $4,183-97.1% | $3,329-96.4% | $5,439-97.8% |
| Admin fee / account holder | $1,797 | $5,952-69.8% | $3,600-50.1% | $10,885-83.5% |