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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 | $8,562 | $106,267-91.9% | $96,520-91.1% | $139,456-93.9% |
| Participation rate | 66.7% | 77.8%-11.2pp | 74.3%-7.7pp | 80.3%-13.7pp |
| Annual return | 16.74% | 38.45%-21.7pp | 35.72%-19.0pp | 373.45%-356.7pp |
| Employer contribution / active EE | $1,149 | $4,105-72.0% | $3,739-69.3% | $4,753-75.8% |
| Participant deferral / active EE | $103 | $5,454-98.1% | $4,879-97.9% | $6,711-98.5% |
| Admin fee / account holder | $1,047 | $7,882-86.7% | $6,733-84.5% | $11,407-90.8% |