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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 | $5,682 | $96,388-94.1% | $80,627-93.0% | $139,466-95.9% |
| Participation rate | 30.0% | 73.6%-43.6pp | 67.0%-37.0pp | 80.3%-50.3pp |
| Annual return | 15.92% | 1352.08%-1336.2pp | 936.76%-920.8pp | 373.66%-357.7pp |
| Employer contribution / active EE | $739 | $3,260-77.3% | $2,723-72.9% | $4,754-84.5% |
| Participant deferral / active EE | $695 | $5,224-86.7% | $4,443-84.4% | $6,712-89.7% |
| Admin fee / account holder | $4,800 | $6,603-27.3% | $5,381-10.8% | $11,409-57.9% |