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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 | $9,354 | $107,941-91.3% | $91,994-89.8% | $152,909-93.9% |
| Participation rate | 63.2% | 81.2%-18.0pp | 78.6%-15.5pp | 82.5%-19.3pp |
| Annual return | 21.02% | 89.28%-68.3pp | 69.04%-48.0pp | 345.46%-324.4pp |
| Employer contribution / active EE | $732 | $4,212-82.6% | $3,453-78.8% | $4,764-84.6% |
| Participant deferral / active EE | $1,203 | $6,366-81.1% | $5,924-79.7% | $5,851-79.4% |
| Admin fee / account holder | $604 | $10,521-94.3% | $7,744-92.2% | $11,601-94.8% |