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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 | $9,406 | $197,819-95.2% | $155,789-94.0% | $125,388-92.5% |
| Participation rate | 35.0% | 82.1%-47.1pp | 76.1%-41.1pp | 83.2%-48.2pp |
| Annual return | 2.03% | 86.73%-84.7pp | 71.54%-69.5pp | 282.24%-280.2pp |
| Employer contribution / active EE | $410 | $4,850-91.5% | $3,839-89.3% | $4,866-91.6% |
| Participant deferral / active EE | $493 | $5,631-91.2% | $4,798-89.7% | $5,352-90.8% |
| Admin fee / account holder | $483 | $9,544-94.9% | $7,477-93.5% | $9,541-94.9% |