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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 | $9,081 | $110,379-91.8% | $102,412-91.1% | $145,884-93.8% |
| Participation rate | 37.5% | 77.9%-40.4pp | 74.5%-37.0pp | 80.3%-42.8pp |
| Annual return | 14.35% | 24.84%-10.5pp | 24.94%-10.6pp | 551.85%-537.5pp |
| Employer contribution / active EE | $1,069 | $4,216-74.6% | $3,870-72.4% | $4,662-77.1% |
| Participant deferral / active EE | $1,246 | $5,622-77.8% | $5,060-75.4% | $6,690-81.4% |
| Admin fee / account holder | $2,345 | $9,745-75.9% | $8,388-72.0% | $13,392-82.5% |