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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 | $7,988 | $112,729-92.9% | $98,716-91.9% | $137,256-94.2% |
| Participation rate | 41.7% | 74.2%-32.6pp | 69.3%-27.6pp | 80.0%-38.3pp |
| Annual return | 19.16% | 38.48%-19.3pp | 31.81%-12.6pp | 220.34%-201.2pp |
| Employer contribution / active EE | $465 | $2,725-82.9% | $2,279-79.6% | $4,156-88.8% |
| Participant deferral / active EE | $1,016 | $4,640-78.1% | $4,048-74.9% | $6,407-84.1% |
| Admin fee / account holder | $646 | $10,129-93.6% | $8,703-92.6% | $12,270-94.7% |