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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 | $9,944 | $72,492-86.3% | $87,102-88.6% | $72,983-86.4% |
| Participation rate | 58.3% | 72.8%-14.5pp | 76.9%-18.5pp | 69.5%-11.2pp |
| Annual return | 22.21% | 24.46%-2.2pp | 28.19%-6.0pp | 81.01%-58.8pp |
| Employer contribution / active EE | $918 | $1,894-51.5% | $2,521-63.6% | $2,440-62.4% |
| Participant deferral / active EE | $1,306 | $3,270-60.1% | $4,048-67.7% | $3,608-63.8% |
| Admin fee / account holder | $1,158 | $5,055-77.1% | $7,491-84.5% | $5,124-77.4% |