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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 | $8,093 | $100,901-92.0% | $75,501-89.3% | $147,585-94.5% |
| Participation rate | 30.0% | 77.1%-47.1pp | 72.4%-42.4pp | 82.8%-52.8pp |
| Annual return | 24.24% | 35.78%-11.5pp | 27.35%-3.1pp | 578.58%-554.3pp |
| Employer contribution / active EE | $526 | $3,253-83.8% | $2,352-77.7% | $4,876-89.2% |
| Participant deferral / active EE | $586 | $4,027-85.4% | $3,142-81.3% | $5,439-89.2% |
| Admin fee / account holder | $2,122 | $11,285-81.2% | $5,801-63.4% | $10,886-80.5% |