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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 | $10,248 | $77,164-86.7% | $178,014-94.2% | $80,874-87.3% |
| Participation rate | 48.3% | 65.7%-17.4pp | 77.1%-28.8pp | 67.6%-19.4pp |
| Annual return | 10.93% | 18.09%-7.2pp | 294.80%-283.9pp | 35.62%-24.7pp |
| Employer contribution / active EE | $645 | $2,288-71.8% | $3,950-83.7% | $2,756-76.6% |
| Participant deferral / active EE | $1,141 | $4,408-74.1% | $6,276-81.8% | $4,297-73.4% |
| Admin fee / account holder | $2,277 | $7,164-68.2% | $10,362-78.0% | $6,935-67.2% |