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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 | $2,816 | $96,691-97.1% | $86,656-96.8% | $139,487-98.0% |
| Participation rate | 45.0% | 74.4%-29.4pp | 71.7%-26.7pp | 80.3%-35.3pp |
| Annual return | 17.90% | 106.87%-89.0pp | 593.09%-575.2pp | 373.84%-355.9pp |
| Employer contribution / active EE | $1,173 | $3,267-64.1% | $3,025-61.2% | $4,755-75.3% |
| Participant deferral / active EE | $252 | $4,838-94.8% | $4,439-94.3% | $6,713-96.2% |
| Admin fee / account holder | $781 | $6,414-87.8% | $5,619-86.1% | $11,407-93.2% |