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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 | $7,808 | $228,395-96.6% | $185,861-95.8% | $158,982-95.1% |
| Participation rate | 53.8% | 82.3%-28.5pp | 78.0%-24.2pp | 82.0%-28.1pp |
| Annual return | 14.63% | 40.82%-26.2pp | 35.96%-21.3pp | 302.99%-288.4pp |
| Employer contribution / active EE | $577 | $4,968-88.4% | $4,088-85.9% | $4,763-87.9% |
| Participant deferral / active EE | $1,156 | $6,417-82.0% | $5,634-79.5% | $5,983-80.7% |
| Admin fee / account holder | $1,125 | $11,869-90.5% | $9,503-88.2% | $11,252-90.0% |