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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 | $9,114 | $91,037-90.0% | $71,671-87.3% | $147,586-93.8% |
| Participation rate | 31.3% | 76.1%-44.9pp | 68.7%-37.5pp | 82.8%-51.6pp |
| Annual return | 12.53% | 20.48%-8.0pp | 20.65%-8.1pp | 578.59%-566.1pp |
| Employer contribution / active EE | $532 | $3,327-84.0% | $2,460-78.4% | $4,876-89.1% |
| Participant deferral / active EE | $911 | $4,498-79.7% | $3,438-73.5% | $5,439-83.2% |
| Admin fee / account holder | $7,194 | $8,613-16.5% | $5,558+29.4% | $10,886-33.9% |