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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 | $12,870 | $43,730-70.6% | $121,220-89.4% | $64,173-79.9% |
| Participation rate | 38.3% | 58.3%-20.0pp | 71.8%-33.5pp | 69.6%-31.3pp |
| Annual return | 4.31% | 68.94%-64.6pp | 16.94%-12.6pp | 7.63%-3.3pp |
| Employer contribution / active EE | $945 | $1,297-27.1% | $4,023-76.5% | $2,381-60.3% |
| Participant deferral / active EE | $258 | $2,281-88.7% | $3,345-92.3% | $3,470-92.6% |
| Admin fee / account holder | $542 | $3,502-84.5% | $5,021-89.2% | $4,887-88.9% |