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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 | $9,807 | $109,344-91.0% | $89,400-89.0% | $158,950-93.8% |
| Participation rate | 62.5% | 74.3%-11.8pp | 68.0%-5.5pp | 82.0%-19.5pp |
| Annual return | 5.80% | 345.73%-339.9pp | 245.64%-239.8pp | 302.91%-297.1pp |
| Employer contribution / active EE | $555 | $3,170-82.5% | $2,586-78.5% | $4,762-88.3% |
| Participant deferral / active EE | $721 | $4,599-84.3% | $3,890-81.5% | $5,983-88.0% |
| Admin fee / account holder | $8,416 | $6,154+36.8% | $4,882+72.4% | $11,248-25.2% |