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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 | $25,504 | $86,298-70.4% | $111,308-77.1% | $85,847-70.3% |
| Participation rate | 46.1% | 73.3%-27.3pp | 77.3%-31.3pp | 69.3%-23.3pp |
| Annual return | 13.29% | 19.99%-6.7pp | 54.67%-41.4pp | 318.61%-305.3pp |
| Employer contribution / active EE | $764 | $2,044-62.6% | $2,732-72.0% | $2,565-70.2% |
| Participant deferral / active EE | $1,014 | $3,641-72.2% | $4,487-77.4% | $3,952-74.4% |
| Admin fee / account holder | $1,613 | $8,189-80.3% | $7,965-79.7% | $6,261-74.2% |