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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 | $7,078 | $109,863-93.6% | $98,477-92.8% | $167,518-95.8% |
| Participation rate | 16.7% | 75.8%-59.2pp | 73.3%-56.7pp | 82.1%-65.4pp |
| Annual return | 12.42% | 1958.09%-1945.7pp | 1493.59%-1481.2pp | 478.71%-466.3pp |
| Employer contribution / active EE | $402 | $3,225-87.5% | $2,961-86.4% | $4,838-91.7% |
| Participant deferral / active EE | $762 | $4,673-83.7% | $4,276-82.2% | $6,342-88.0% |
| Admin fee / account holder | $3,524 | $6,755-47.8% | $5,951-40.8% | $12,312-71.4% |