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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 | $7,064 | $112,935-93.7% | $90,970-92.2% | $158,966-95.6% |
| Participation rate | 36.4% | 74.7%-38.4pp | 69.0%-32.7pp | 82.0%-45.6pp |
| Annual return | 7.57% | 215.79%-208.2pp | 134.58%-127.0pp | 302.95%-295.4pp |
| Employer contribution / active EE | $564 | $2,895-80.5% | $2,122-73.4% | $4,762-88.2% |
| Participant deferral / active EE | $406 | $4,129-90.2% | $3,373-88.0% | $5,983-93.2% |
| Admin fee / account holder | $1,253 | $8,045-84.4% | $5,960-79.0% | $11,250-88.9% |