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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 | $6,612 | $78,707-91.6% | $117,861-94.4% | $70,126-90.6% |
| Participation rate | 40.0% | 73.2%-33.2pp | 79.7%-39.7pp | 69.5%-29.5pp |
| Annual return | 14.21% | 23.30%-9.1pp | 335.11%-320.9pp | 73.15%-58.9pp |
| Employer contribution / active EE | $568 | $2,223-74.4% | $3,786-85.0% | $2,343-75.7% |
| Participant deferral / active EE | $704 | $3,297-78.7% | $4,482-84.3% | $3,332-78.9% |
| Admin fee / account holder | $1,623 | $5,066-68.0% | $8,021-79.8% | $4,645-65.1% |