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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 | $15,721 | $98,776-84.1% | $149,745-89.5% | $79,856-80.3% |
| Participation rate | 43.8% | 75.8%-32.0pp | 82.5%-38.7pp | 69.6%-25.8pp |
| Annual return | 16.31% | 27.38%-11.1pp | 276.72%-260.4pp | 31.71%-15.4pp |
| Employer contribution / active EE | $792 | $3,217-75.4% | $4,646-83.0% | $2,471-68.0% |
| Participant deferral / active EE | $1,022 | $5,681-82.0% | $6,843-85.1% | $3,741-72.7% |
| Admin fee / account holder | $1,485 | $6,053-75.5% | $9,312-84.1% | $5,306-72.0% |