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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 | $9,332 | $72,027-87.0% | $185,835-95.0% | $79,852-88.3% |
| Participation rate | 23.9% | 65.8%-41.9pp | 78.0%-54.2pp | 69.6%-45.8pp |
| Annual return | 60.34% | 23.13%+37.2pp | 35.96%+24.4pp | 31.72%+28.6pp |
| Employer contribution / active EE | $711 | $1,965-63.8% | $4,087-82.6% | $2,471-71.2% |
| Participant deferral / active EE | $836 | $3,780-77.9% | $5,633-85.2% | $3,740-77.6% |
| Admin fee / account holder | $815 | $4,513-81.9% | $9,502-91.4% | $5,306-84.6% |