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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 | $6,308 | $65,434-90.4% | $98,483-93.6% | $85,847-92.7% |
| Participation rate | 30.4% | 65.0%-34.7pp | 73.3%-43.0pp | 69.3%-39.0pp |
| Annual return | 17.91% | 21.75%-3.8pp | 1494.38%-1476.5pp | 318.61%-300.7pp |
| Employer contribution / active EE | $481 | $2,169-77.8% | $2,961-83.7% | $2,565-81.2% |
| Participant deferral / active EE | $849 | $3,168-73.2% | $4,276-80.1% | $3,952-78.5% |
| Admin fee / account holder | $337 | $4,595-92.7% | $5,953-94.3% | $6,261-94.6% |