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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 | $25,611 | $78,707-67.5% | $117,861-78.3% | $70,126-63.5% |
| Participation rate | 54.3% | 73.2%-18.9pp | 79.7%-25.4pp | 69.5%-15.3pp |
| Annual return | 15.49% | 23.30%-7.8pp | 335.11%-319.6pp | 73.15%-57.7pp |
| Employer contribution / active EE | $502 | $2,223-77.4% | $3,786-86.7% | $2,343-78.6% |
| Participant deferral / active EE | $1,019 | $3,297-69.1% | $4,482-77.3% | $3,332-69.4% |
| Admin fee / account holder | $4,816 | $5,066-4.9% | $8,021-40.0% | $4,645+3.7% |