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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 | $8,448 | $117,846-92.8% | $102,434-91.8% | $145,884-94.2% |
| Participation rate | 53.8% | 78.6%-24.8pp | 76.5%-22.7pp | 80.3%-26.5pp |
| Annual return | 10.00% | 31.90%-21.9pp | 29.46%-19.5pp | 551.85%-541.8pp |
| Employer contribution / active EE | $1,301 | $3,615-64.0% | $3,023-57.0% | $4,662-72.1% |
| Participant deferral / active EE | $1,359 | $5,733-76.3% | $5,055-73.1% | $6,690-79.7% |
| Admin fee / account holder | $841 | $13,356-93.7% | $9,462-91.1% | $13,392-93.7% |