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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 | $7,980 | $139,948-94.3% | $121,663-93.4% | $154,746-94.8% |
| Participation rate | 57.1% | 78.0%-20.9pp | 74.5%-17.3pp | 80.7%-23.6pp |
| Annual return | 17.39% | 230.52%-213.1pp | 147.54%-130.2pp | 172.34%-154.9pp |
| Employer contribution / active EE | $810 | $3,521-77.0% | $3,020-73.2% | $4,379-81.5% |
| Participant deferral / active EE | $950 | $5,629-83.1% | $4,887-80.6% | $6,730-85.9% |
| Admin fee / account holder | $3,951 | $17,321-77.2% | $14,289-72.4% | $14,365-72.5% |