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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 | $5,940 | $78,607-92.4% | $105,624-94.4% | $74,478-92.0% |
| Participation rate | 43.2% | 72.8%-29.6pp | 75.3%-32.0pp | 67.2%-24.0pp |
| Annual return | 12.20% | 15.96%-3.8pp | 116.20%-104.0pp | 1370.56%-1358.4pp |
| Employer contribution / active EE | $682 | $2,523-73.0% | $3,168-78.5% | $2,626-74.0% |
| Participant deferral / active EE | $1,237 | $4,325-71.4% | $5,013-75.3% | $4,350-71.6% |
| Admin fee / account holder | $8,488 | $2,220+282.4% | $10,961-22.6% | $1,946+336.2% |