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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 | $9,805 | $65,440-85.0% | $98,506-90.0% | $85,851-88.6% |
| Participation rate | 59.5% | 65.0%-5.5pp | 73.3%-13.8pp | 69.3%-9.8pp |
| Annual return | 11.79% | 21.75%-10.0pp | 1494.92%-1483.1pp | 318.63%-306.8pp |
| Employer contribution / active EE | $340 | $2,169-84.3% | $2,961-88.5% | $2,565-86.8% |
| Participant deferral / active EE | $141 | $3,168-95.6% | $4,277-96.7% | $3,952-96.4% |
| Admin fee / account holder | $1,065 | $4,596-76.8% | $5,955-82.1% | $6,261-83.0% |