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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 | $9,758 | $107,363-90.9% | $92,909-89.5% | $152,897-93.6% |
| Participation rate | 66.7% | 79.8%-13.1pp | 76.0%-9.3pp | 82.5%-15.8pp |
| Annual return | 16.44% | 145.63%-129.2pp | 109.44%-93.0pp | 345.43%-329.0pp |
| Employer contribution / active EE | $1,104 | $4,222-73.8% | $3,653-69.8% | $4,764-76.8% |
| Participant deferral / active EE | $523 | $4,848-89.2% | $4,238-87.7% | $5,851-91.1% |
| Admin fee / account holder | $4,923 | $7,082-30.5% | $5,795-15.0% | $11,599-57.6% |