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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 | $8,595 | $106,247-91.9% | $96,515-91.1% | $139,466-93.8% |
| Participation rate | 40.0% | 77.8%-37.8pp | 74.3%-34.3pp | 80.3%-40.3pp |
| Annual return | 43.53% | 38.47%+5.1pp | 35.73%+7.8pp | 373.66%-330.1pp |
| Employer contribution / active EE | $932 | $4,106-77.3% | $3,740-75.1% | $4,754-80.4% |
| Participant deferral / active EE | $960 | $5,456-82.4% | $4,880-80.3% | $6,712-85.7% |
| Admin fee / account holder | $677 | $7,885-91.4% | $6,735-90.0% | $11,409-94.1% |