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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 | $3,074 | $91,086-96.6% | $203,872-98.5% | $86,983-96.5% |
| Participation rate | 50.0% | 65.8%-15.8pp | 77.8%-27.8pp | 69.5%-19.5pp |
| Annual return | 17.28% | 22.30%-5.0pp | 85.11%-67.8pp | 25.83%-8.5pp |
| Employer contribution / active EE | $309 | $2,063-85.0% | $3,757-91.8% | $2,584-88.0% |
| Participant deferral / active EE | $670 | $4,019-83.3% | $6,388-89.5% | $4,194-84.0% |
| Admin fee / account holder | $437 | $8,987-95.1% | $11,730-96.3% | $7,856-94.4% |