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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 | $9,818 | $135,956-92.8% | $123,894-92.1% | $273,972-96.4% |
| Participation rate | 50.0% | 84.1%-34.1pp | 81.4%-31.4pp | 83.0%-33.0pp |
| Annual return | 6.57% | 56.63%-50.1pp | 47.52%-40.9pp | 41.46%-34.9pp |
| Employer contribution / active EE | $1,086 | $5,170-79.0% | $4,617-76.5% | $4,869-77.7% |
| Participant deferral / active EE | $329 | $6,343-94.8% | $5,984-94.5% | $5,287-93.8% |
| Admin fee / account holder | $2,866 | $9,817-70.8% | $8,357-65.7% | $10,133-71.7% |