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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 | $78,562-92.4% | $105,608-94.4% | $74,429-92.0% |
| Participation rate | 43.2% | 72.8%-29.6pp | 75.3%-32.1pp | 67.2%-24.0pp |
| Annual return | 12.20% | 15.94%-3.7pp | 116.50%-104.3pp | 1368.38%-1356.2pp |
| Employer contribution / active EE | $682 | $2,521-72.9% | $3,167-78.5% | $2,625-74.0% |
| Participant deferral / active EE | $1,237 | $4,321-71.4% | $5,010-75.3% | $4,348-71.6% |
| Admin fee / account holder | $8,488 | $2,217+282.9% | $11,028-23.0% | $1,944+336.6% |