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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 | $10,823 | $65,434-83.5% | $98,483-89.0% | $85,847-87.4% |
| Participation rate | 47.1% | 65.0%-18.0pp | 73.3%-26.3pp | 69.3%-22.3pp |
| Annual return | 15.07% | 21.75%-6.7pp | 1494.38%-1479.3pp | 318.61%-303.5pp |
| Employer contribution / active EE | $482 | $2,169-77.8% | $2,961-83.7% | $2,565-81.2% |
| Participant deferral / active EE | $534 | $3,168-83.2% | $4,276-87.5% | $3,952-86.5% |
| Admin fee / account holder | $1,070 | $4,595-76.7% | $5,953-82.0% | $6,261-82.9% |