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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 | $11,575 | $45,050-74.3% | $63,018-81.6% | $70,126-83.5% |
| Participation rate | 58.0% | 69.5%-11.5pp | 74.8%-16.8pp | 69.5%-11.5pp |
| Annual return | 15.26% | 18.76%-3.5pp | 87.62%-72.4pp | 73.15%-57.9pp |
| Employer contribution / active EE | $1,442 | $2,052-29.7% | $2,761-47.8% | $2,343-38.5% |
| Participant deferral / active EE | $293 | $2,466-88.1% | $3,330-91.2% | $3,332-91.2% |
| Admin fee / account holder | $840 | $2,834-70.4% | $3,601-76.7% | $4,645-81.9% |