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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 | $14,297 | $78,682-81.8% | $109,188-86.9% | $85,851-83.3% |
| Participation rate | 64.9% | 68.3%-3.4pp | 75.9%-11.0pp | 69.3%-4.5pp |
| Annual return | 13.55% | 25.09%-11.5pp | 25.76%-12.2pp | 318.63%-305.1pp |
| Employer contribution / active EE | $837 | $2,734-69.4% | $3,723-77.5% | $2,565-67.4% |
| Participant deferral / active EE | $738 | $3,468-78.7% | $4,654-84.1% | $3,952-81.3% |
| Admin fee / account holder | $2,832 | $5,470-48.2% | $6,755-58.1% | $6,261-54.8% |