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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 | $4,551 | $34,316-86.7% | $74,719-93.9% | $72,983-93.8% |
| Participation rate | 9.1% | 42.4%-33.3pp | 54.5%-45.4pp | 69.5%-60.4pp |
| Annual return | 18.99% | 26.58%-7.6pp | 753.05%-734.1pp | 81.01%-62.0pp |
| Employer contribution / active EE | $171 | $692-75.3% | $1,084-84.3% | $2,440-93.0% |
| Participant deferral / active EE | $357 | $1,272-72.0% | $1,963-81.8% | $3,608-90.1% |
| Admin fee / account holder | $587 | $2,125-72.4% | $3,334-82.4% | $5,124-88.6% |