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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 | $26,612 | $101,798-73.9% | $165,071-83.9% | $80,935-67.1% |
| Participation rate | 43.8% | 71.8%-28.1pp | 78.6%-34.9pp | 67.7%-23.9pp |
| Annual return | 14.53% | 16.73%-2.2pp | 70.17%-55.6pp | 35.66%-21.1pp |
| Employer contribution / active EE | $922 | $2,954-68.8% | $4,347-78.8% | $2,757-66.6% |
| Participant deferral / active EE | $1,269 | $4,476-71.6% | $6,035-79.0% | $4,299-70.5% |
| Admin fee / account holder | $308 | $8,221-96.3% | $12,695-97.6% | $6,924-95.5% |