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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 | $8,983 | $98,760-90.9% | $149,715-94.0% | $79,858-88.8% |
| Participation rate | 59.8% | 75.8%-16.0pp | 82.5%-22.7pp | 69.6%-9.9pp |
| Annual return | 23.31% | 27.43%-4.1pp | 276.66%-253.3pp | 31.72%-8.4pp |
| Employer contribution / active EE | $781 | $3,217-75.7% | $4,645-83.2% | $2,471-68.4% |
| Participant deferral / active EE | $1,490 | $5,681-73.8% | $6,842-78.2% | $3,740-60.2% |
| Admin fee / account holder | $482 | $6,053-92.0% | $9,310-94.8% | $5,306-90.9% |