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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 | $7,908 | $154,228-94.9% | $145,433-94.6% | $137,256-94.2% |
| Participation rate | 36.4% | 83.8%-47.4pp | 82.1%-45.8pp | 80.0%-43.6pp |
| Annual return | 22.64% | 74.59%-51.9pp | 66.58%-43.9pp | 220.34%-197.7pp |
| Employer contribution / active EE | $898 | $4,804-81.3% | $4,554-80.3% | $4,156-78.4% |
| Participant deferral / active EE | $1,091 | $8,216-86.7% | $7,897-86.2% | $6,407-83.0% |
| Admin fee / account holder | $4,536 | $14,344-68.4% | $13,129-65.4% | $12,270-63.0% |