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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 | $2,143 | $208,088-99.0% | $186,193-98.8% | $154,746-98.6% |
| Participation rate | 50.0% | 80.0%-30.0pp | 77.1%-27.1pp | 80.7%-30.7pp |
| Annual return | 15.73% | 89.97%-74.2pp | 78.03%-62.3pp | 172.34%-156.6pp |
| Employer contribution / active EE | $460 | $4,340-89.4% | $3,918-88.3% | $4,379-89.5% |
| Participant deferral / active EE | $575 | $7,078-91.9% | $6,513-91.2% | $6,730-91.5% |
| Admin fee / account holder | $2,071 | $11,698-82.3% | $11,058-81.3% | $14,365-85.6% |