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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 | $17,358 | $98,776-82.4% | $149,745-88.4% | $79,856-78.3% |
| Participation rate | 58.0% | 75.8%-17.8pp | 82.5%-24.5pp | 69.6%-11.6pp |
| Annual return | 14.30% | 27.38%-13.1pp | 276.72%-262.4pp | 31.71%-17.4pp |
| Employer contribution / active EE | $667 | $3,217-79.3% | $4,646-85.7% | $2,471-73.0% |
| Participant deferral / active EE | $685 | $5,681-88.0% | $6,843-90.0% | $3,741-81.7% |
| Admin fee / account holder | $561 | $6,053-90.7% | $9,312-94.0% | $5,306-89.4% |