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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 | $11,729 | $84,236-86.1% | $170,435-93.1% | $70,126-83.3% |
| Participation rate | 48.0% | 70.8%-22.8pp | 83.6%-35.6pp | 69.5%-21.5pp |
| Annual return | 18.94% | 23.06%-4.1pp | 205.94%-187.0pp | 73.15%-54.2pp |
| Employer contribution / active EE | $491 | $3,387-85.5% | $5,432-91.0% | $2,343-79.1% |
| Participant deferral / active EE | $695 | $3,086-77.5% | $4,939-85.9% | $3,332-79.1% |
| Admin fee / account holder | $1,293 | $5,698-77.3% | $13,881-90.7% | $4,645-72.2% |