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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 | $17,788 | $65,084-72.7% | $67,681-73.7% | $64,340-72.4% |
| Participation rate | 20.9% | 66.7%-45.8pp | 73.7%-52.8pp | 55.2%-34.3pp |
| Annual return | 18.23% | 20.50%-2.3pp | 590.58%-572.4pp | 24.14%-5.9pp |
| Employer contribution / active EE | $639 | $2,398-73.3% | $2,678-76.1% | $1,862-65.7% |
| Participant deferral / active EE | $974 | $3,210-69.7% | $3,976-75.5% | $2,980-67.3% |
| Admin fee / account holder | $3,806 | $1,415+169.0% | $6,100-37.6% | $3,703+2.8% |