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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 | $8,086 | $106,864-92.4% | $147,318-94.5% | $82,637-90.2% |
| Participation rate | 50.0% | 75.5%-25.5pp | 82.1%-32.1pp | 68.1%-18.1pp |
| Annual return | 23.54% | 27.49%-4.0pp | 70.43%-46.9pp | 53.51%-30.0pp |
| Employer contribution / active EE | $1,116 | $3,417-67.3% | $4,593-75.7% | $2,552-56.3% |
| Participant deferral / active EE | $1,247 | $6,496-80.8% | $7,906-84.2% | $4,126-69.8% |
| Admin fee / account holder | $849 | $8,415-89.9% | $13,708-93.8% | $7,339-88.4% |