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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 | $10,994 | $211,239-94.8% | $178,528-93.8% | $145,877-92.5% |
| Participation rate | 55.6% | 80.8%-25.2pp | 77.1%-21.5pp | 80.3%-24.7pp |
| Annual return | 16.04% | 30.22%-14.2pp | 27.11%-11.1pp | 551.28%-535.2pp |
| Employer contribution / active EE | $715 | $4,570-84.4% | $3,950-81.9% | $4,663-84.7% |
| Participant deferral / active EE | $715 | $6,963-89.7% | $6,278-88.6% | $6,691-89.3% |
| Admin fee / account holder | $2,967 | $12,095-75.5% | $10,419-71.5% | $13,402-77.9% |