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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 | $7,062 | $78,670-91.0% | $109,173-93.5% | $85,847-91.8% |
| Participation rate | 23.3% | 68.3%-45.0pp | 75.9%-52.6pp | 69.3%-46.1pp |
| Annual return | 27.12% | 25.09%+2.0pp | 25.75%+1.4pp | 318.61%-291.5pp |
| Employer contribution / active EE | $686 | $2,734-74.9% | $3,723-81.6% | $2,565-73.3% |
| Participant deferral / active EE | $777 | $3,467-77.6% | $4,654-83.3% | $3,952-80.3% |
| Admin fee / account holder | $350 | $5,469-93.6% | $6,755-94.8% | $6,261-94.4% |