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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 | $6,729 | $58,726-88.5% | $92,240-92.7% | $62,293-89.2% |
| Participation rate | 34.4% | 68.3%-33.9pp | 76.5%-42.1pp | 69.5%-35.1pp |
| Annual return | 17.00% | 43.62%-26.6pp | 176.29%-159.3pp | 28.90%-11.9pp |
| Employer contribution / active EE | $1,139 | $2,392-52.4% | $3,680-69.1% | $2,042-44.2% |
| Participant deferral / active EE | $409 | $2,766-85.2% | $3,897-89.5% | $3,169-87.1% |
| Admin fee / account holder | $445 | $556-20.0% | $5,194-91.4% | $479-7.2% |