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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 | $18,111 | $78,707-77.0% | $117,861-84.6% | $70,126-74.2% |
| Participation rate | 35.9% | 73.2%-37.3pp | 79.7%-43.8pp | 69.5%-33.6pp |
| Annual return | 14.52% | 23.30%-8.8pp | 335.11%-320.6pp | 73.15%-58.6pp |
| Employer contribution / active EE | $588 | $2,223-73.5% | $3,786-84.5% | $2,343-74.9% |
| Participant deferral / active EE | $661 | $3,297-80.0% | $4,482-85.3% | $3,332-80.2% |
| Admin fee / account holder | $6,615 | $5,066+30.6% | $8,021-17.5% | $4,645+42.4% |