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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 | $7,649 | $108,942-93.0% | $100,415-92.4% | $145,897-94.8% |
| Participation rate | 58.3% | 83.0%-24.6pp | 81.5%-23.2pp | 80.3%-22.0pp |
| Annual return | 18.08% | 58.27%-40.2pp | 49.47%-31.4pp | 552.29%-534.2pp |
| Employer contribution / active EE | $1,203 | $4,422-72.8% | $3,943-69.5% | $4,663-74.2% |
| Participant deferral / active EE | $1,860 | $8,461-78.0% | $8,091-77.0% | $6,689-72.2% |
| Admin fee / account holder | $589 | $9,702-93.9% | $7,906-92.5% | $13,390-95.6% |