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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 | $18,061 | $113,338-84.1% | $94,993-81.0% | $147,586-87.8% |
| Participation rate | 30.0% | 78.0%-48.0pp | 73.9%-43.9pp | 82.8%-52.8pp |
| Annual return | 15.99% | 20.80%-4.8pp | 27.14%-11.2pp | 578.59%-562.6pp |
| Employer contribution / active EE | $144 | $3,160-95.4% | $2,603-94.5% | $4,876-97.1% |
| Participant deferral / active EE | $249 | $3,777-93.4% | $3,317-92.5% | $5,439-95.4% |
| Admin fee / account holder | $2,358 | $6,063-61.1% | $4,960-52.5% | $10,886-78.3% |