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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 | $8,698 | $78,690-88.9% | $161,489-94.6% | $87,485-90.1% |
| Participation rate | 45.4% | 67.5%-22.1pp | 78.7%-33.3pp | 68.9%-23.6pp |
| Annual return | 21.49% | 32.74%-11.2pp | 89.72%-68.2pp | 26.06%-4.6pp |
| Employer contribution / active EE | $993 | $2,588-61.7% | $4,268-76.7% | $2,596-61.8% |
| Participant deferral / active EE | $967 | $3,311-70.8% | $5,630-82.8% | $4,274-77.4% |
| Admin fee / account holder | $902 | $6,724-86.6% | $16,006-94.4% | $7,775-88.4% |