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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 | $9,345 | $101,778-90.8% | $164,975-94.3% | $80,925-88.5% |
| Participation rate | 63.8% | 71.8%-8.1pp | 78.6%-14.8pp | 67.7%-3.9pp |
| Annual return | 15.65% | 16.73%-1.1pp | 70.12%-54.5pp | 35.65%-20.0pp |
| Employer contribution / active EE | $1,712 | $2,954-42.1% | $4,343-60.6% | $2,756-37.9% |
| Participant deferral / active EE | $1,897 | $4,477-57.6% | $6,033-68.6% | $4,299-55.9% |
| Admin fee / account holder | $726 | $8,221-91.2% | $12,688-94.3% | $6,940-89.5% |