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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 | $8,029 | $106,588-92.5% | $94,215-91.5% | $155,188-94.8% |
| Participation rate | 38.5% | 74.3%-35.8pp | 70.0%-31.5pp | 80.8%-42.3pp |
| Annual return | 21.28% | 29.39%-8.1pp | 28.22%-6.9pp | 148.84%-127.6pp |
| Employer contribution / active EE | $697 | $3,080-77.4% | $2,675-73.9% | $4,248-83.6% |
| Participant deferral / active EE | $1,031 | $4,802-78.5% | $4,276-75.9% | $6,531-84.2% |
| Admin fee / account holder | $2,070 | $12,281-83.1% | $10,216-79.7% | $14,480-85.7% |