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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 | $11,564 | $53,128-78.2% | $86,582-86.6% | $70,126-83.5% |
| Participation rate | 59.0% | 65.3%-6.3pp | 73.5%-14.5pp | 69.5%-10.5pp |
| Annual return | 18.14% | 27.66%-9.5pp | 965.08%-946.9pp | 73.15%-55.0pp |
| Employer contribution / active EE | $2,006 | $2,068-3.0% | $2,839-29.4% | $2,343-14.4% |
| Participant deferral / active EE | $513 | $2,695-81.0% | $3,609-85.8% | $3,332-84.6% |
| Admin fee / account holder | $1,119 | $3,584-68.8% | $4,904-77.2% | $4,645-75.9% |