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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 | $18,522 | $139,948-86.8% | $121,663-84.8% | $154,746-88.0% |
| Participation rate | 35.3% | 78.0%-42.7pp | 74.5%-39.2pp | 80.7%-45.4pp |
| Annual return | 13.11% | 230.52%-217.4pp | 147.54%-134.4pp | 172.34%-159.2pp |
| Employer contribution / active EE | $718 | $3,521-79.6% | $3,020-76.2% | $4,379-83.6% |
| Participant deferral / active EE | $954 | $5,629-83.1% | $4,887-80.5% | $6,730-85.8% |
| Admin fee / account holder | $7,550 | $17,321-56.4% | $14,289-47.2% | $14,365-47.4% |