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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 | $6,080 | $57,590-89.4% | $86,233-92.9% | $82,448-92.6% |
| Participation rate | 17.3% | 57.9%-40.6pp | 69.0%-51.7pp | 68.1%-50.8pp |
| Annual return | 80.19% | 22.41%+57.8pp | 61.39%+18.8pp | 41.64%+38.6pp |
| Employer contribution / active EE | $363 | $1,655-78.1% | $2,504-85.5% | $2,551-85.8% |
| Participant deferral / active EE | $576 | $3,080-81.3% | $4,559-87.4% | $4,139-86.1% |
| Admin fee / account holder | $313 | $4,730-93.4% | $8,342-96.3% | $7,234-95.7% |