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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 | $9,372 | $154,228-93.9% | $145,433-93.6% | $137,256-93.2% |
| Participation rate | 53.8% | 83.8%-29.9pp | 82.1%-28.3pp | 80.0%-26.1pp |
| Annual return | 16.15% | 74.59%-58.4pp | 66.58%-50.4pp | 220.34%-204.2pp |
| Employer contribution / active EE | $926 | $4,804-80.7% | $4,554-79.7% | $4,156-77.7% |
| Participant deferral / active EE | $2,068 | $8,216-74.8% | $7,897-73.8% | $6,407-67.7% |
| Admin fee / account holder | $506 | $14,344-96.5% | $13,129-96.1% | $12,270-95.9% |