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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 | $6,141 | $105,960-94.2% | $81,726-92.5% | $158,982-96.1% |
| Participation rate | 60.0% | 75.6%-15.6pp | 72.0%-12.0pp | 82.0%-22.0pp |
| Annual return | 8.25% | 38.19%-29.9pp | 29.49%-21.2pp | 302.99%-294.7pp |
| Employer contribution / active EE | $530 | $7,805-93.2% | $4,311-87.7% | $4,763-88.9% |
| Participant deferral / active EE | $530 | $13,011-95.9% | $7,108-92.5% | $5,983-91.1% |
| Admin fee / account holder | $430 | $8,494-94.9% | $5,160-91.7% | $11,252-96.2% |