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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 | $11,292 | $103,393-89.1% | $87,103-87.0% | $152,909-92.6% |
| Participation rate | 60.9% | 79.4%-18.5pp | 76.9%-16.0pp | 82.5%-21.6pp |
| Annual return | 21.93% | 28.10%-6.2pp | 28.19%-6.3pp | 345.46%-323.5pp |
| Employer contribution / active EE | $1,267 | $3,221-60.7% | $2,521-49.8% | $4,764-73.4% |
| Participant deferral / active EE | $720 | $4,778-84.9% | $4,049-82.2% | $5,851-87.7% |
| Admin fee / account holder | $404 | $12,195-96.7% | $7,491-94.6% | $11,601-96.5% |