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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 | $5,127 | $45,152-88.6% | $73,836-93.1% | $59,633-91.4% |
| Participation rate | 66.7% | 64.0%+2.6pp | 73.4%-6.8pp | 68.7%-2.0pp |
| Annual return | 1.42% | 27.40%-26.0pp | 2268.06%-2266.6pp | 2041.45%-2040.0pp |
| Employer contribution / active EE | $264 | $1,901-86.1% | $2,787-90.5% | $2,203-88.0% |
| Participant deferral / active EE | $556 | $2,573-78.4% | $3,583-84.5% | $3,192-82.6% |
| Admin fee / account holder | $6,668 | $3,515+89.7% | $4,882+36.6% | $4,297+55.2% |