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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 | $13,021 | $212,777-93.9% | $173,703-92.5% | $198,609-93.4% |
| Participation rate | 42.9% | 81.1%-38.2pp | 75.9%-33.1pp | 82.4%-39.5pp |
| Annual return | 15.24% | 18.82%-3.6pp | 17.46%-2.2pp | 202.70%-187.5pp |
| Employer contribution / active EE | $1,511 | $5,214-71.0% | $4,288-64.8% | $5,055-70.1% |
| Participant deferral / active EE | $1,598 | $5,697-72.0% | $4,854-67.1% | $6,977-77.1% |
| Admin fee / account holder | $429 | $19,536-97.8% | $15,562-97.2% | $19,030-97.7% |