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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 | $8,844 | $104,251-91.5% | $91,004-90.3% | $147,586-94.0% |
| Participation rate | 61.5% | 78.2%-16.7pp | 75.6%-14.1pp | 82.8%-21.3pp |
| Annual return | 15.04% | 27.06%-12.0pp | 4.60%+10.4pp | 578.59%-563.5pp |
| Employer contribution / active EE | $755 | $3,116-75.8% | $2,456-69.3% | $4,876-84.5% |
| Participant deferral / active EE | $895 | $4,195-78.7% | $3,548-74.8% | $5,439-83.5% |
| Admin fee / account holder | $794 | $8,948-91.1% | $5,417-85.3% | $10,886-92.7% |