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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 | $3,514 | $109,872-96.8% | $98,483-96.4% | $167,536-97.9% |
| Participation rate | 25.0% | 75.8%-50.8pp | 73.3%-48.3pp | 82.1%-57.1pp |
| Annual return | 12.99% | 1959.31%-1946.3pp | 1494.38%-1481.4pp | 478.82%-465.8pp |
| Employer contribution / active EE | $374 | $3,225-88.4% | $2,961-87.4% | $4,839-92.3% |
| Participant deferral / active EE | $616 | $4,673-86.8% | $4,276-85.6% | $6,342-90.3% |
| Admin fee / account holder | $1,024 | $6,757-84.8% | $5,953-82.8% | $12,315-91.7% |