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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 | $9,977 | $96,123-89.6% | $77,361-87.1% | $198,609-95.0% |
| Participation rate | 60.0% | 81.1%-21.1pp | 75.0%-15.0pp | 82.4%-22.4pp |
| Annual return | 17.39% | 2054.81%-2037.4pp | 1011.54%-994.2pp | 202.70%-185.3pp |
| Employer contribution / active EE | $899 | $3,791-76.3% | $2,990-69.9% | $5,055-82.2% |
| Participant deferral / active EE | $1,094 | $4,975-78.0% | $3,911-72.0% | $6,977-84.3% |
| Admin fee / account holder | $530 | $9,471-94.4% | $5,894-91.0% | $19,030-97.2% |