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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 | $6,881 | $124,980-94.5% | $108,359-93.7% | $154,746-95.6% |
| Participation rate | 56.3% | 75.2%-18.9pp | 70.1%-13.9pp | 80.7%-24.5pp |
| Annual return | 17.46% | 45.00%-27.5pp | 36.89%-19.4pp | 172.34%-154.9pp |
| Employer contribution / active EE | $640 | $2,851-77.6% | $2,399-73.3% | $4,379-85.4% |
| Participant deferral / active EE | $1,236 | $4,743-73.9% | $4,137-70.1% | $6,730-81.6% |
| Admin fee / account holder | $637 | $11,502-94.5% | $9,741-93.5% | $14,365-95.6% |