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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 | $8,878 | $152,612-94.2% | $125,192-92.9% | $152,897-94.2% |
| Participation rate | 47.4% | 83.3%-36.0pp | 79.8%-32.4pp | 82.5%-35.1pp |
| Annual return | 27.75% | 54.85%-27.1pp | 43.79%-16.0pp | 345.43%-317.7pp |
| Employer contribution / active EE | $1,564 | $4,947-68.4% | $3,866-59.5% | $4,764-67.2% |
| Participant deferral / active EE | $968 | $5,868-83.5% | $4,937-80.4% | $5,851-83.5% |
| Admin fee / account holder | $2,007 | $13,437-85.1% | $9,704-79.3% | $11,599-82.7% |