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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 | $12,285 | $87,132-85.9% | $105,624-88.4% | $80,959-84.8% |
| Participation rate | 43.5% | 70.4%-26.9pp | 75.3%-31.7pp | 67.7%-24.1pp |
| Annual return | 14.41% | 17.03%-2.6pp | 116.20%-101.8pp | 35.67%-21.3pp |
| Employer contribution / active EE | $814 | $2,397-66.0% | $3,168-74.3% | $2,757-70.5% |
| Participant deferral / active EE | $1,155 | $3,985-71.0% | $5,013-77.0% | $4,300-73.2% |
| Admin fee / account holder | $3,340 | $8,449-60.5% | $10,961-69.5% | $6,925-51.8% |