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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 | $19,301 | $86,294-77.6% | $111,303-82.7% | $85,856-77.5% |
| Participation rate | 48.6% | 73.3%-24.7pp | 77.3%-28.7pp | 69.3%-20.7pp |
| Annual return | 14.12% | 19.99%-5.9pp | 54.66%-40.5pp | 318.58%-304.5pp |
| Employer contribution / active EE | $628 | $2,043-69.3% | $2,731-77.0% | $2,565-75.5% |
| Participant deferral / active EE | $1,388 | $3,641-61.9% | $4,487-69.1% | $3,952-64.9% |
| Admin fee / account holder | $406 | $8,189-95.0% | $7,966-94.9% | $6,261-93.5% |