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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 | $7,979 | $64,311-87.6% | $57,356-86.1% | $125,389-93.6% |
| Participation rate | 66.7% | 78.6%-12.0pp | 75.1%-8.4pp | 83.2%-16.5pp |
| Annual return | -1.20% | 25.14%-26.3pp | 24.41%-25.6pp | 282.24%-283.4pp |
| Employer contribution / active EE | $737 | $3,193-76.9% | $2,689-72.6% | $4,866-84.9% |
| Participant deferral / active EE | $543 | $3,846-85.9% | $3,162-82.8% | $5,352-89.9% |
| Admin fee / account holder | $1,905 | $5,243-63.7% | $3,357-43.3% | $9,541-80.0% |