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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 | $7,129 | $105,856-93.3% | $90,161-92.1% | $147,586-95.2% |
| Participation rate | 33.3% | 79.7%-46.4pp | 76.9%-43.5pp | 82.8%-49.5pp |
| Annual return | 25.72% | 37.63%-11.9pp | 34.89%-9.2pp | 578.59%-552.9pp |
| Employer contribution / active EE | $734 | $4,126-82.2% | $3,318-77.9% | $4,876-84.9% |
| Participant deferral / active EE | $844 | $5,733-85.3% | $5,287-84.0% | $5,439-84.5% |
| Admin fee / account holder | $667 | $8,046-91.7% | $5,943-88.8% | $10,886-93.9% |