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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 | $5,834 | $58,726-90.1% | $142,898-95.9% | $85,851-93.2% |
| Participation rate | 34.0% | 58.5%-24.5pp | 72.0%-38.0pp | 69.3%-35.4pp |
| Annual return | 15.22% | 27.73%-12.5pp | 5639.64%-5624.4pp | 318.63%-303.4pp |
| Employer contribution / active EE | $903 | $1,424-36.6% | $4,146-78.2% | $2,565-64.8% |
| Participant deferral / active EE | $585 | $2,609-77.6% | $3,838-84.8% | $3,952-85.2% |
| Admin fee / account holder | $1,096 | $4,234-74.1% | $6,560-83.3% | $6,261-82.5% |