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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 | $8,622 | $135,956-93.7% | $123,894-93.0% | $273,972-96.9% |
| Participation rate | 50.0% | 84.1%-34.1pp | 81.4%-31.4pp | 83.0%-33.0pp |
| Annual return | 7.84% | 56.63%-48.8pp | 47.52%-39.7pp | 41.46%-33.6pp |
| Employer contribution / active EE | $1,001 | $5,170-80.6% | $4,617-78.3% | $4,869-79.4% |
| Participant deferral / active EE | $1,531 | $6,343-75.9% | $5,984-74.4% | $5,287-71.0% |
| Admin fee / account holder | $17,361 | $9,817+76.8% | $8,357+107.7% | $10,133+71.3% |