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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 | $8,578 | $84,713-89.9% | $75,717-88.7% | $167,518-94.9% |
| Participation rate | 50.0% | 77.8%-27.8pp | 74.8%-24.8pp | 82.1%-32.1pp |
| Annual return | 12.51% | 199.49%-187.0pp | 104.58%-92.1pp | 478.71%-466.2pp |
| Employer contribution / active EE | $434 | $3,229-86.6% | $2,743-84.2% | $4,838-91.0% |
| Participant deferral / active EE | $714 | $4,578-84.4% | $3,821-81.3% | $6,342-88.7% |
| Admin fee / account holder | $776 | $5,357-85.5% | $3,619-78.5% | $12,312-93.7% |