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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 | $8,954 | $98,776-90.9% | $149,745-94.0% | $79,856-88.8% |
| Participation rate | 65.5% | 75.8%-10.3pp | 82.5%-17.0pp | 69.6%-4.1pp |
| Annual return | 16.46% | 27.38%-10.9pp | 276.72%-260.3pp | 31.71%-15.3pp |
| Employer contribution / active EE | $1,036 | $3,217-67.8% | $4,646-77.7% | $2,471-58.1% |
| Participant deferral / active EE | $1,983 | $5,681-65.1% | $6,843-71.0% | $3,741-47.0% |
| Admin fee / account holder | $893 | $6,053-85.2% | $9,312-90.4% | $5,306-83.2% |