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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 | $8,446 | $124,351-93.2% | $109,188-92.3% | $167,553-95.0% |
| Participation rate | 68.8% | 79.4%-10.7pp | 75.9%-7.1pp | 82.1%-13.4pp |
| Annual return | 10.86% | 26.04%-15.2pp | 25.76%-14.9pp | 478.89%-468.0pp |
| Employer contribution / active EE | $2,239 | $4,210-46.8% | $3,723-39.9% | $4,840-53.7% |
| Participant deferral / active EE | $108 | $5,257-97.9% | $4,654-97.7% | $6,343-98.3% |
| Admin fee / account holder | $334 | $7,975-95.8% | $6,755-95.1% | $12,316-97.3% |