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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 | $17,828 | $99,994-82.2% | $146,643-87.8% | $85,847-79.2% |
| Participation rate | 60.0% | 73.1%-13.1pp | 80.1%-20.1pp | 69.3%-9.3pp |
| Annual return | 13.00% | 18.93%-5.9pp | 22.75%-9.7pp | 318.61%-305.6pp |
| Employer contribution / active EE | $764 | $2,559-70.2% | $4,137-81.5% | $2,565-70.2% |
| Participant deferral / active EE | $1,191 | $4,006-70.3% | $5,506-78.4% | $3,952-69.9% |
| Admin fee / account holder | $1,182 | $7,703-84.6% | $10,280-88.5% | $6,261-81.1% |