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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 | $9,803 | $85,766-88.6% | $136,298-92.8% | $70,126-86.0% |
| Participation rate | 56.0% | 74.2%-18.2pp | 81.9%-25.9pp | 69.5%-13.5pp |
| Annual return | 27.54% | 31.46%-3.9pp | 5156.27%-5128.7pp | 73.15%-45.6pp |
| Employer contribution / active EE | $1,139 | $2,966-61.6% | $4,696-75.7% | $2,343-51.4% |
| Participant deferral / active EE | $1,478 | $5,051-70.7% | $6,247-76.3% | $3,332-55.6% |
| Admin fee / account holder | $617 | $5,421-88.6% | $9,244-93.3% | $4,645-86.7% |