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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 | $7,913 | $117,846-93.3% | $102,434-92.3% | $145,884-94.6% |
| Participation rate | 66.7% | 78.6%-12.0pp | 76.5%-9.8pp | 80.3%-13.6pp |
| Annual return | 9.55% | 31.90%-22.3pp | 29.46%-19.9pp | 551.85%-542.3pp |
| Employer contribution / active EE | $0 | $3,615-100.0% | $3,023-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $369 | $5,733-93.6% | $5,055-92.7% | $6,690-94.5% |
| Admin fee / account holder | $1,572 | $13,356-88.2% | $9,462-83.4% | $13,392-88.3% |