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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 | $11,407 | $77,638-85.3% | $156,551-92.7% | $62,881-81.9% |
| Participation rate | 60.2% | 71.2%-11.0pp | 84.0%-23.8pp | 69.3%-9.1pp |
| Annual return | 9.18% | 50.33%-41.1pp | 32.23%-23.0pp | 20.14%-11.0pp |
| Employer contribution / active EE | $579 | $3,444-83.2% | $5,501-89.5% | $2,281-74.6% |
| Participant deferral / active EE | $822 | $3,046-73.0% | $4,871-83.1% | $3,203-74.3% |
| Admin fee / account holder | $1,253 | $5,561-77.5% | $13,028-90.4% | $4,296-70.8% |