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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 | $9,918 | $55,446-82.1% | $155,574-93.6% | $74,429-86.7% |
| Participation rate | 44.9% | 61.9%-17.0pp | 78.2%-33.3pp | 67.2%-22.3pp |
| Annual return | 15.04% | 269.20%-254.2pp | 64.87%-49.8pp | 1368.38%-1353.3pp |
| Employer contribution / active EE | $385 | $2,266-83.0% | $4,676-91.8% | $2,625-85.3% |
| Participant deferral / active EE | $730 | $2,836-74.3% | $5,629-87.0% | $4,348-83.2% |
| Admin fee / account holder | $749 | $1,743-57.0% | $15,914-95.3% | $1,944-61.5% |