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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 | $7,658 | $102,638-92.5% | $81,982-90.7% | $158,982-95.2% |
| Participation rate | 60.0% | 75.5%-15.5pp | 69.3%-9.3pp | 82.0%-22.0pp |
| Annual return | 13.50% | 61.05%-47.6pp | 41.31%-27.8pp | 302.99%-289.5pp |
| Employer contribution / active EE | $528 | $3,241-83.7% | $2,498-78.9% | $4,763-88.9% |
| Participant deferral / active EE | $1,059 | $4,649-77.2% | $3,722-71.5% | $5,983-82.3% |
| Admin fee / account holder | $1,327 | $8,237-83.9% | $5,665-76.6% | $11,252-88.2% |