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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 | $10,320 | $85,766-88.0% | $136,298-92.4% | $70,126-85.3% |
| Participation rate | 28.8% | 74.2%-45.4pp | 81.9%-53.2pp | 69.5%-40.8pp |
| Annual return | 18.02% | 31.46%-13.4pp | 5156.27%-5138.3pp | 73.15%-55.1pp |
| Employer contribution / active EE | $652 | $2,966-78.0% | $4,696-86.1% | $2,343-72.2% |
| Participant deferral / active EE | $944 | $5,051-81.3% | $6,247-84.9% | $3,332-71.7% |
| Admin fee / account holder | $725 | $5,421-86.6% | $9,244-92.2% | $4,645-84.4% |