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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 | $10,869 | $106,524-89.8% | $152,301-92.9% | $87,485-87.6% |
| Participation rate | 68.1% | 75.8%-7.7pp | 82.4%-14.4pp | 68.9%-0.8pp |
| Annual return | 17.28% | 26.89%-9.6pp | 80.50%-63.2pp | 26.06%-8.8pp |
| Employer contribution / active EE | $656 | $3,371-80.6% | $4,624-85.8% | $2,596-74.7% |
| Participant deferral / active EE | $1,770 | $6,525-72.9% | $8,004-77.9% | $4,274-58.6% |
| Admin fee / account holder | $894 | $8,287-89.2% | $14,398-93.8% | $7,775-88.5% |