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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 | $11,886 | $70,430-83.1% | $96,572-87.7% | $85,851-86.2% |
| Participation rate | 14.0% | 61.8%-47.9pp | 69.8%-55.9pp | 69.3%-55.4pp |
| Annual return | 21.86% | 18.58%+3.3pp | 37.79%-15.9pp | 318.63%-296.8pp |
| Employer contribution / active EE | $629 | $1,413-55.5% | $2,357-73.3% | $2,565-75.5% |
| Participant deferral / active EE | $834 | $2,894-71.2% | $3,850-78.3% | $3,952-78.9% |
| Admin fee / account holder | $1,065 | $4,996-78.7% | $6,183-82.8% | $6,261-83.0% |