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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 | $8,024 | $103,392-92.2% | $87,104-90.8% | $152,897-94.8% |
| Participation rate | 25.0% | 79.4%-54.4pp | 76.9%-51.9pp | 82.5%-57.5pp |
| Annual return | 12.29% | 28.10%-15.8pp | 28.19%-15.9pp | 345.43%-333.1pp |
| Employer contribution / active EE | $749 | $3,221-76.7% | $2,521-70.3% | $4,764-84.3% |
| Participant deferral / active EE | $1,345 | $4,778-71.9% | $4,048-66.8% | $5,851-77.0% |
| Admin fee / account holder | $5,735 | $12,194-53.0% | $7,491-23.4% | $11,599-50.6% |