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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 | $10,088 | $86,294-88.3% | $111,303-90.9% | $85,856-88.3% |
| Participation rate | 29.7% | 73.3%-43.6pp | 77.3%-47.6pp | 69.3%-39.6pp |
| Annual return | 13.76% | 19.99%-6.2pp | 54.66%-40.9pp | 318.58%-304.8pp |
| Employer contribution / active EE | $634 | $2,043-69.0% | $2,731-76.8% | $2,565-75.3% |
| Participant deferral / active EE | $1,031 | $3,641-71.7% | $4,487-77.0% | $3,952-73.9% |
| Admin fee / account holder | $1,293 | $8,189-84.2% | $7,966-83.8% | $6,261-79.3% |