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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 | $8,849 | $227,399-96.1% | $189,758-95.3% | $198,609-95.5% |
| Participation rate | 47.4% | 84.0%-36.6pp | 79.8%-32.4pp | 82.4%-35.0pp |
| Annual return | 20.47% | 61.03%-40.6pp | 52.62%-32.2pp | 202.70%-182.2pp |
| Employer contribution / active EE | $1,553 | $5,526-71.9% | $4,767-67.4% | $5,055-69.3% |
| Participant deferral / active EE | $1,559 | $6,837-77.2% | $5,856-73.4% | $6,977-77.7% |
| Admin fee / account holder | $1,398 | $25,162-94.4% | $20,388-93.1% | $19,030-92.7% |