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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 | $12,810 | $59,402-78.4% | $93,654-86.3% | $74,546-82.8% |
| Participation rate | 29.7% | 59.7%-30.0pp | 68.7%-39.0pp | 67.2%-37.5pp |
| Annual return | 11.14% | 81.86%-70.7pp | 133.34%-122.2pp | 1366.03%-1354.9pp |
| Employer contribution / active EE | $769 | $1,265-39.2% | $2,421-68.2% | $2,624-70.7% |
| Participant deferral / active EE | $446 | $3,049-85.4% | $4,413-89.9% | $4,347-89.8% |
| Admin fee / account holder | $962 | $3,023-68.2% | $8,282-88.4% | $1,944-50.5% |