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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 | $11,293 | $110,307-89.8% | $96,576-88.3% | $139,456-91.9% |
| Participation rate | 66.7% | 78.1%-11.4pp | 76.0%-9.3pp | 80.3%-13.7pp |
| Annual return | 17.41% | 26.40%-9.0pp | 25.87%-8.5pp | 373.45%-356.0pp |
| Employer contribution / active EE | $1,215 | $3,619-66.4% | $2,965-59.0% | $4,753-74.4% |
| Participant deferral / active EE | $546 | $5,547-90.2% | $4,851-88.8% | $6,711-91.9% |
| Admin fee / account holder | $1,488 | $11,597-87.2% | $8,253-82.0% | $11,407-87.0% |