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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 | $9,432 | $109,372-91.4% | $89,414-89.5% | $158,966-94.1% |
| Participation rate | 26.1% | 74.3%-48.2pp | 68.0%-41.9pp | 82.0%-55.9pp |
| Annual return | 10.20% | 345.55%-335.4pp | 245.50%-235.3pp | 302.95%-292.7pp |
| Employer contribution / active EE | $282 | $3,171-91.1% | $2,586-89.1% | $4,762-94.1% |
| Participant deferral / active EE | $488 | $4,598-89.4% | $3,890-87.4% | $5,983-91.8% |
| Admin fee / account holder | $2,323 | $6,156-62.3% | $4,883-52.4% | $11,250-79.4% |