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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 | $8,223 | $118,708-93.1% | $98,920-91.7% | $158,982-94.8% |
| Participation rate | 56.3% | 77.8%-21.6pp | 76.0%-19.8pp | 82.0%-25.7pp |
| Annual return | 18.21% | 372.49%-354.3pp | 196.47%-178.3pp | 302.99%-284.8pp |
| Employer contribution / active EE | $800 | $3,334-76.0% | $2,689-70.2% | $4,763-83.2% |
| Participant deferral / active EE | $830 | $5,089-83.7% | $4,245-80.5% | $5,983-86.1% |
| Admin fee / account holder | $927 | $10,134-90.9% | $6,643-86.1% | $11,252-91.8% |