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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 | $8,387 | $115,814-92.8% | $101,275-91.7% | $158,982-94.7% |
| Participation rate | 46.2% | 79.4%-33.2pp | 75.8%-29.7pp | 82.0%-35.8pp |
| Annual return | 28.82% | 56.16%-27.3pp | 46.48%-17.7pp | 302.99%-274.2pp |
| Employer contribution / active EE | $1,097 | $4,176-73.7% | $3,660-70.0% | $4,763-77.0% |
| Participant deferral / active EE | $1,097 | $4,958-77.9% | $4,371-74.9% | $5,983-81.7% |
| Admin fee / account holder | $855 | $7,249-88.2% | $5,948-85.6% | $11,252-92.4% |