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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 | $4,276 | $84,685-95.0% | $73,836-94.2% | $125,389-96.6% |
| Participation rate | 30.0% | 76.8%-46.8pp | 73.4%-43.4pp | 83.2%-53.2pp |
| Annual return | 1.84% | 3123.80%-3122.0pp | 2268.06%-2266.2pp | 282.24%-280.4pp |
| Employer contribution / active EE | $81 | $3,123-97.4% | $2,787-97.1% | $4,866-98.3% |
| Participant deferral / active EE | $173 | $3,993-95.7% | $3,583-95.2% | $5,352-96.8% |
| Admin fee / account holder | $7,321 | $5,694+28.6% | $4,882+50.0% | $9,541-23.3% |