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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 | $20,384 | $78,707-74.1% | $117,861-82.7% | $70,126-70.9% |
| Participation rate | 58.3% | 73.2%-14.9pp | 79.7%-21.3pp | 69.5%-11.2pp |
| Annual return | 16.00% | 23.30%-7.3pp | 335.11%-319.1pp | 73.15%-57.1pp |
| Employer contribution / active EE | $682 | $2,223-69.3% | $3,786-82.0% | $2,343-70.9% |
| Participant deferral / active EE | $1,445 | $3,297-56.2% | $4,482-67.8% | $3,332-56.6% |
| Admin fee / account holder | $467 | $5,066-90.8% | $8,021-94.2% | $4,645-89.9% |