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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 | $11,697 | $72,269-83.8% | $101,271-88.4% | $79,852-85.4% |
| Participation rate | 46.9% | 68.5%-21.5pp | 75.8%-28.9pp | 69.6%-22.7pp |
| Annual return | 16.93% | 22.29%-5.4pp | 46.48%-29.5pp | 31.72%-14.8pp |
| Employer contribution / active EE | $769 | $2,692-71.4% | $3,660-79.0% | $2,471-68.9% |
| Participant deferral / active EE | $1,051 | $3,282-68.0% | $4,371-76.0% | $3,740-71.9% |
| Admin fee / account holder | $592 | $4,401-86.5% | $5,948-90.0% | $5,306-88.8% |