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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 | $14,720 | $80,332-81.7% | $107,187-86.3% | $64,097-77.0% |
| Participation rate | 37.4% | 54.4%-17.0pp | 75.0%-37.6pp | 55.2%-17.8pp |
| Annual return | 19.86% | 24.26%-4.4pp | 204.55%-184.7pp | 34.64%-14.8pp |
| Employer contribution / active EE | $735 | $2,501-70.6% | $3,782-80.6% | $1,891-61.2% |
| Participant deferral / active EE | $1,280 | $3,109-58.8% | $5,096-74.9% | $3,080-58.4% |
| Admin fee / account holder | $1,798 | $4,314-58.3% | $9,162-80.4% | $3,454-48.0% |