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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 | $24,001 | $87,733-72.6% | $106,555-77.5% | $85,847-72.0% |
| Participation rate | 63.3% | 71.9%-8.6pp | 76.1%-12.8pp | 69.3%-6.0pp |
| Annual return | 11.41% | 21.86%-10.4pp | 26.80%-15.4pp | 318.61%-307.2pp |
| Employer contribution / active EE | $785 | $2,073-62.1% | $2,819-72.2% | $2,565-69.4% |
| Participant deferral / active EE | $1,168 | $3,469-66.3% | $4,399-73.4% | $3,952-70.4% |
| Admin fee / account holder | $1,186 | $6,767-82.5% | $7,408-84.0% | $6,261-81.1% |