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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 | $4,607 | $96,388-95.2% | $80,627-94.3% | $139,466-96.7% |
| Participation rate | 47.4% | 73.6%-26.3pp | 67.0%-19.6pp | 80.3%-33.0pp |
| Annual return | 19.40% | 1352.08%-1332.7pp | 936.76%-917.4pp | 373.66%-354.3pp |
| Employer contribution / active EE | $533 | $3,260-83.7% | $2,723-80.4% | $4,754-88.8% |
| Participant deferral / active EE | $703 | $5,224-86.6% | $4,443-84.2% | $6,712-89.5% |
| Admin fee / account holder | $544 | $6,603-91.8% | $5,381-89.9% | $11,409-95.2% |