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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 | $16,661 | $103,393-83.9% | $87,103-80.9% | $152,909-89.1% |
| Participation rate | 36.8% | 79.4%-42.5pp | 76.9%-40.0pp | 82.5%-45.6pp |
| Annual return | 14.75% | 28.10%-13.4pp | 28.19%-13.4pp | 345.46%-330.7pp |
| Employer contribution / active EE | $666 | $3,221-79.3% | $2,521-73.6% | $4,764-86.0% |
| Participant deferral / active EE | $899 | $4,778-81.2% | $4,049-77.8% | $5,851-84.6% |
| Admin fee / account holder | $13,116 | $12,195+7.6% | $7,491+75.1% | $11,601+13.1% |