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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 | $6,308 | $100,147-93.7% | $81,286-92.2% | $145,877-95.7% |
| Participation rate | 33.3% | 74.2%-40.9pp | 69.5%-36.2pp | 80.3%-47.0pp |
| Annual return | 9.56% | 34.44%-24.9pp | 24.80%-15.2pp | 551.28%-541.7pp |
| Employer contribution / active EE | $552 | $2,977-81.5% | $2,463-77.6% | $4,663-88.2% |
| Participant deferral / active EE | $580 | $4,607-87.4% | $3,883-85.1% | $6,691-91.3% |
| Admin fee / account holder | $3,713 | $8,201-54.7% | $5,764-35.6% | $13,402-72.3% |