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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 | $8,971 | $68,398-86.9% | $94,664-90.5% | $75,173-88.1% |
| Participation rate | 24.7% | 76.1%-51.4pp | 80.8%-56.2pp | 67.2%-42.5pp |
| Annual return | 25.15% | 616.72%-591.6pp | 156.84%-131.7pp | 160.72%-135.6pp |
| Employer contribution / active EE | $501 | $2,701-81.4% | $3,673-86.4% | $2,671-81.2% |
| Participant deferral / active EE | $848 | $6,537-87.0% | $7,417-88.6% | $4,126-79.4% |
| Admin fee / account holder | $709 | $5,324-86.7% | $7,222-90.2% | $5,651-87.5% |