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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 | $8,534 | $85,766-90.0% | $136,298-93.7% | $70,126-87.8% |
| Participation rate | 28.4% | 74.2%-45.8pp | 81.9%-53.6pp | 69.5%-41.2pp |
| Annual return | 20.15% | 31.46%-11.3pp | 5156.27%-5136.1pp | 73.15%-53.0pp |
| Employer contribution / active EE | $609 | $2,966-79.5% | $4,696-87.0% | $2,343-74.0% |
| Participant deferral / active EE | $746 | $5,051-85.2% | $6,247-88.1% | $3,332-77.6% |
| Admin fee / account holder | $450 | $5,421-91.7% | $9,244-95.1% | $4,645-90.3% |