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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 | $4,367 | $100,911-95.7% | $90,440-95.2% | $158,966-97.3% |
| Participation rate | 30.0% | 75.0%-45.0pp | 72.7%-42.7pp | 82.0%-52.0pp |
| Annual return | 10.19% | 1726.62%-1716.4pp | 1294.38%-1284.2pp | 302.95%-292.8pp |
| Employer contribution / active EE | $214 | $3,690-94.2% | $3,263-93.5% | $4,762-95.5% |
| Participant deferral / active EE | $278 | $4,348-93.6% | $3,964-93.0% | $5,983-95.4% |
| Admin fee / account holder | $5,964 | $6,507-8.3% | $5,615+6.2% | $11,250-47.0% |