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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 | $8,121 | $118,695-93.2% | $98,916-91.8% | $158,950-94.9% |
| Participation rate | 40.0% | 77.8%-37.8pp | 76.0%-36.0pp | 82.0%-42.0pp |
| Annual return | 10.72% | 372.39%-361.7pp | 196.45%-185.7pp | 302.91%-292.2pp |
| Employer contribution / active EE | $507 | $3,333-84.8% | $2,689-81.1% | $4,762-89.3% |
| Participant deferral / active EE | $721 | $5,088-85.8% | $4,245-83.0% | $5,983-87.9% |
| Admin fee / account holder | $532 | $10,132-94.7% | $6,642-92.0% | $11,248-95.3% |