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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 | $11,553 | $118,496-90.3% | $98,461-88.3% | $139,466-91.7% |
| Participation rate | 33.3% | 77.5%-44.1pp | 75.2%-41.8pp | 80.3%-47.0pp |
| Annual return | 11.88% | 18.96%-7.1pp | 21.17%-9.3pp | 373.66%-361.8pp |
| Employer contribution / active EE | $758 | $3,611-79.0% | $3,049-75.1% | $4,754-84.1% |
| Participant deferral / active EE | $867 | $5,393-83.9% | $4,738-81.7% | $6,712-87.1% |
| Admin fee / account holder | $7,815 | $14,056-44.4% | $8,961-12.8% | $11,409-31.5% |