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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 | $7,838 | $95,415-91.8% | $185,851-95.8% | $85,851-90.9% |
| Participation rate | 57.1% | 68.8%-11.6pp | 81.7%-24.6pp | 69.3%-12.2pp |
| Annual return | 17.91% | 23.59%-5.7pp | 122.11%-104.2pp | 318.63%-300.7pp |
| Employer contribution / active EE | $683 | $3,314-79.4% | $5,168-86.8% | $2,565-73.4% |
| Participant deferral / active EE | $796 | $3,424-76.8% | $5,569-85.7% | $3,952-79.9% |
| Admin fee / account holder | $935 | $7,215-87.0% | $16,245-94.2% | $6,261-85.1% |