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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 | $11,832 | $63,346-81.3% | $92,240-87.2% | $70,126-83.1% |
| Participation rate | 40.0% | 68.7%-28.7pp | 76.5%-36.5pp | 69.5%-29.5pp |
| Annual return | 15.26% | 530.19%-514.9pp | 176.29%-161.0pp | 73.15%-57.9pp |
| Employer contribution / active EE | $572 | $2,471-76.9% | $3,680-84.5% | $2,343-75.6% |
| Participant deferral / active EE | $699 | $2,854-75.5% | $3,897-82.1% | $3,332-79.0% |
| Admin fee / account holder | $1,495 | $3,841-61.1% | $5,194-71.2% | $4,645-67.8% |