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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 | $5,199 | $83,337-93.8% | $67,834-92.3% | $273,970-98.1% |
| Participation rate | 20.0% | 76.4%-56.4pp | 68.8%-48.8pp | 83.0%-63.0pp |
| Annual return | 8.99% | 259.45%-250.5pp | 138.47%-129.5pp | 41.46%-32.5pp |
| Employer contribution / active EE | $777 | $3,287-76.4% | $2,403-67.7% | $4,869-84.0% |
| Participant deferral / active EE | $952 | $4,088-76.7% | $3,160-69.9% | $5,287-82.0% |
| Admin fee / account holder | $530 | $6,752-92.2% | $4,622-88.5% | $10,132-94.8% |