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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 | $14,424 | $211,288-93.2% | $178,540-91.9% | $145,884-90.1% |
| Participation rate | 30.0% | 80.8%-50.8pp | 77.1%-47.1pp | 80.3%-50.3pp |
| Annual return | 13.11% | 30.27%-17.2pp | 27.15%-14.0pp | 551.85%-538.7pp |
| Employer contribution / active EE | $922 | $4,574-79.8% | $3,953-76.7% | $4,662-80.2% |
| Participant deferral / active EE | $620 | $6,967-91.1% | $6,281-90.1% | $6,690-90.7% |
| Admin fee / account holder | $4,970 | $12,105-58.9% | $10,424-52.3% | $13,392-62.9% |