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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 | $9,654 | $100,970-90.4% | $96,576-90.0% | $137,256-93.0% |
| Participation rate | 40.0% | 82.6%-42.6pp | 81.4%-41.4pp | 80.0%-40.0pp |
| Annual return | 13.14% | 38.16%-25.0pp | 38.47%-25.3pp | 220.34%-207.2pp |
| Employer contribution / active EE | $240 | $3,809-93.7% | $3,553-93.2% | $4,156-94.2% |
| Participant deferral / active EE | $1,500 | $8,286-81.9% | $7,956-81.1% | $6,407-76.6% |
| Admin fee / account holder | $40,674 | $11,312+259.6% | $11,381+257.4% | $12,270+231.5% |