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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 | $8,105 | $102,663-92.1% | $86,216-90.6% | $139,466-94.2% |
| Participation rate | 33.3% | 74.5%-41.2pp | 69.0%-35.6pp | 80.3%-47.0pp |
| Annual return | 14.78% | 1924.52%-1909.7pp | 1169.42%-1154.6pp | 373.66%-358.9pp |
| Employer contribution / active EE | $860 | $3,035-71.7% | $2,382-63.9% | $4,754-81.9% |
| Participant deferral / active EE | $981 | $4,677-79.0% | $3,986-75.4% | $6,712-85.4% |
| Admin fee / account holder | $393 | $8,663-95.5% | $6,853-94.3% | $11,409-96.6% |