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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 | $7,967 | $87,016-90.8% | $63,244-87.4% | $125,389-93.6% |
| Participation rate | 63.6% | 77.1%-13.4pp | 71.0%-7.4pp | 83.2%-19.6pp |
| Annual return | 3.38% | 21.71%-18.3pp | -70.31%+73.7pp | 282.24%-278.9pp |
| Employer contribution / active EE | $376 | $3,601-89.6% | $2,322-83.8% | $4,866-92.3% |
| Participant deferral / active EE | $568 | $3,939-85.6% | $2,953-80.8% | $5,352-89.4% |
| Admin fee / account holder | $5,201 | $11,954-56.5% | $5,893-11.7% | $9,541-45.5% |