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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 | $6,038 | $50,082-87.9% | $93,515-93.5% | $79,856-92.4% |
| Participation rate | 34.0% | 60.9%-26.9pp | 66.8%-32.8pp | 69.6%-35.6pp |
| Annual return | 121.23% | 24.59%+96.6pp | 78.21%+43.0pp | 31.71%+89.5pp |
| Employer contribution / active EE | $1,906 | $1,303+46.2% | $2,077-8.3% | $2,471-22.9% |
| Participant deferral / active EE | $216 | $2,212-90.2% | $3,129-93.1% | $3,741-94.2% |
| Admin fee / account holder | $319 | $3,454-90.8% | $5,235-93.9% | $5,306-94.0% |