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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 | $6,977 | $99,345-93.0% | $84,753-91.8% | $273,972-97.5% |
| Participation rate | 16.7% | 80.7%-64.0pp | 76.6%-59.9pp | 83.0%-66.3pp |
| Annual return | 48.53% | 22.93%+25.6pp | 22.78%+25.7pp | 41.46%+7.1pp |
| Employer contribution / active EE | $683 | $4,214-83.8% | $3,574-80.9% | $4,869-86.0% |
| Participant deferral / active EE | $683 | $4,270-84.0% | $3,712-81.6% | $5,287-87.1% |
| Admin fee / account holder | $5,554 | $6,645-16.4% | $5,333+4.1% | $10,133-45.2% |