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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 | $8,971 | $112,121-92.0% | $95,960-90.7% | $158,966-94.4% |
| Participation rate | 33.3% | 79.0%-45.7pp | 77.1%-43.7pp | 82.0%-48.6pp |
| Annual return | 13.37% | 171.16%-157.8pp | 91.63%-78.3pp | 302.95%-289.6pp |
| Employer contribution / active EE | $783 | $3,199-75.5% | $2,541-69.2% | $4,762-83.6% |
| Participant deferral / active EE | $931 | $4,784-80.5% | $4,167-77.7% | $5,983-84.4% |
| Admin fee / account holder | $622 | $10,135-93.9% | $6,797-90.8% | $11,250-94.5% |