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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 | $18,970 | $78,705-75.9% | $117,857-83.9% | $70,131-73.0% |
| Participation rate | 34.1% | 73.2%-39.0pp | 79.7%-45.5pp | 69.5%-35.4pp |
| Annual return | 17.99% | 23.30%-5.3pp | 335.09%-317.1pp | 73.14%-55.1pp |
| Employer contribution / active EE | $574 | $2,223-74.2% | $3,786-84.9% | $2,342-75.5% |
| Participant deferral / active EE | $719 | $3,297-78.2% | $4,482-84.0% | $3,332-78.4% |
| Admin fee / account holder | $938 | $5,065-81.5% | $8,020-88.3% | $4,645-79.8% |