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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 | $13,905 | $91,167-84.7% | $178,498-92.2% | $79,858-82.6% |
| Participation rate | 40.0% | 69.2%-29.2pp | 81.9%-41.9pp | 69.6%-29.6pp |
| Annual return | 17.39% | 24.19%-6.8pp | 151.09%-133.7pp | 31.72%-14.3pp |
| Employer contribution / active EE | $556 | $3,255-82.9% | $5,011-88.9% | $2,471-77.5% |
| Participant deferral / active EE | $778 | $3,236-76.0% | $5,202-85.0% | $3,740-79.2% |
| Admin fee / account holder | $793 | $6,747-88.2% | $13,985-94.3% | $5,306-85.1% |