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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 | $9,453 | $181,896-94.8% | $156,551-94.0% | $273,972-96.5% |
| Participation rate | 68.8% | 88.4%-19.6pp | 84.0%-15.3pp | 83.0%-14.3pp |
| Annual return | 4.64% | 30.74%-26.1pp | 32.23%-27.6pp | 41.46%-36.8pp |
| Employer contribution / active EE | $1,413 | $6,248-77.4% | $5,501-74.3% | $4,869-71.0% |
| Participant deferral / active EE | $678 | $5,550-87.8% | $4,871-86.1% | $5,287-87.2% |
| Admin fee / account holder | $474 | $15,560-97.0% | $13,028-96.4% | $10,133-95.3% |