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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 | $11,758 | $78,707-85.1% | $117,861-90.0% | $70,126-83.2% |
| Participation rate | 53.6% | 73.2%-19.6pp | 79.7%-26.0pp | 69.5%-15.9pp |
| Annual return | 13.21% | 23.30%-10.1pp | 335.11%-321.9pp | 73.15%-59.9pp |
| Employer contribution / active EE | $526 | $2,223-76.3% | $3,786-86.1% | $2,343-77.5% |
| Participant deferral / active EE | $986 | $3,297-70.1% | $4,482-78.0% | $3,332-70.4% |
| Admin fee / account holder | $3,775 | $5,066-25.5% | $8,021-52.9% | $4,645-18.7% |