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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 | $8,550 | $95,383-91.0% | $185,837-95.4% | $85,856-90.0% |
| Participation rate | 50.9% | 68.8%-17.9pp | 81.7%-30.8pp | 69.3%-18.4pp |
| Annual return | 12.46% | 23.59%-11.1pp | 122.08%-109.6pp | 318.58%-306.1pp |
| Employer contribution / active EE | $726 | $3,313-78.1% | $5,168-85.9% | $2,565-71.7% |
| Participant deferral / active EE | $376 | $3,423-89.0% | $5,568-93.2% | $3,952-90.5% |
| Admin fee / account holder | $3,452 | $7,213-52.1% | $16,241-78.7% | $6,261-44.9% |