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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 | $9,653 | $53,837-82.1% | $75,714-87.3% | $85,847-88.8% |
| Participation rate | 26.8% | 69.1%-42.3pp | 74.8%-48.0pp | 69.3%-42.5pp |
| Annual return | 24.26% | 24.54%-0.3pp | 104.62%-80.4pp | 318.61%-294.3pp |
| Employer contribution / active EE | $454 | $2,017-77.5% | $2,744-83.4% | $2,565-82.3% |
| Participant deferral / active EE | $814 | $2,895-71.9% | $3,820-78.7% | $3,952-79.4% |
| Admin fee / account holder | $333 | $3,339-90.0% | $3,619-90.8% | $6,261-94.7% |