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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 | $8,590 | $228,352-96.2% | $185,835-95.4% | $158,966-94.6% |
| Participation rate | 60.0% | 82.3%-22.3pp | 78.0%-18.0pp | 82.0%-22.0pp |
| Annual return | 6.57% | 40.81%-34.2pp | 35.96%-29.4pp | 302.95%-296.4pp |
| Employer contribution / active EE | $541 | $4,967-89.1% | $4,087-86.8% | $4,762-88.6% |
| Participant deferral / active EE | $740 | $6,416-88.5% | $5,633-86.9% | $5,983-87.6% |
| Admin fee / account holder | $1,108 | $11,867-90.7% | $9,502-88.3% | $11,250-90.2% |