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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 | $55,470-82.1% | $155,556-93.6% | $74,478-86.7% |
| Participation rate | 44.9% | 61.9%-17.0pp | 78.2%-33.3pp | 67.2%-22.3pp |
| Annual return | 15.04% | 269.80%-254.8pp | 64.84%-49.8pp | 1370.56%-1355.5pp |
| Employer contribution / active EE | $385 | $2,267-83.0% | $4,675-91.8% | $2,626-85.3% |
| Participant deferral / active EE | $730 | $2,838-74.3% | $5,631-87.0% | $4,350-83.2% |
| Admin fee / account holder | $749 | $1,744-57.0% | $15,885-95.3% | $1,946-61.5% |