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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 | $23,126 | $78,707-70.6% | $117,861-80.4% | $70,126-67.0% |
| Participation rate | 41.9% | 73.2%-31.3pp | 79.7%-37.8pp | 69.5%-27.7pp |
| Annual return | 12.94% | 23.30%-10.4pp | 335.11%-322.2pp | 73.15%-60.2pp |
| Employer contribution / active EE | $522 | $2,223-76.5% | $3,786-86.2% | $2,343-77.7% |
| Participant deferral / active EE | $842 | $3,297-74.5% | $4,482-81.2% | $3,332-74.7% |
| Admin fee / account holder | $359 | $5,066-92.9% | $8,021-95.5% | $4,645-92.3% |