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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 | $11,383 | $115,903-90.2% | $100,528-88.7% | $158,966-92.8% |
| Participation rate | 36.4% | 81.6%-45.2pp | 79.4%-43.1pp | 82.0%-45.6pp |
| Annual return | 17.26% | 34.80%-17.5pp | 30.90%-13.6pp | 302.95%-285.7pp |
| Employer contribution / active EE | $555 | $4,105-86.5% | $3,419-83.8% | $4,762-88.4% |
| Participant deferral / active EE | $95 | $6,677-98.6% | $6,271-98.5% | $5,983-98.4% |
| Admin fee / account holder | $1,868 | $11,000-83.0% | $8,084-76.9% | $11,250-83.4% |