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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 | $8,085 | $78,705-89.7% | $117,857-93.1% | $70,131-88.5% |
| Participation rate | 47.4% | 73.2%-25.8pp | 79.7%-32.3pp | 69.5%-22.2pp |
| Annual return | 19.82% | 23.30%-3.5pp | 335.09%-315.3pp | 73.14%-53.3pp |
| Employer contribution / active EE | $687 | $2,223-69.1% | $3,786-81.9% | $2,342-70.7% |
| Participant deferral / active EE | $1,195 | $3,297-63.8% | $4,482-73.3% | $3,332-64.1% |
| Admin fee / account holder | $22,193 | $5,065+338.1% | $8,020+176.7% | $4,645+377.7% |