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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 | $15,556 | $91,559-83.0% | $133,978-88.4% | $79,856-80.5% |
| Participation rate | 45.0% | 73.3%-28.3pp | 79.8%-34.8pp | 69.6%-24.6pp |
| Annual return | 19.29% | 61.85%-42.6pp | 45.10%-25.8pp | 31.71%-12.4pp |
| Employer contribution / active EE | $565 | $2,384-76.3% | $3,919-85.6% | $2,471-77.2% |
| Participant deferral / active EE | $1,016 | $3,734-72.8% | $5,047-79.9% | $3,741-72.8% |
| Admin fee / account holder | $1,215 | $6,321-80.8% | $8,930-86.4% | $5,306-77.1% |