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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 | $14,691 | $79,223-81.5% | $102,460-85.7% | $74,478-80.3% |
| Participation rate | 31.0% | 74.8%-43.7pp | 76.5%-45.5pp | 67.2%-36.2pp |
| Annual return | 19.45% | 54.98%-35.5pp | 29.47%-10.0pp | 1370.56%-1351.1pp |
| Employer contribution / active EE | $804 | $2,363-66.0% | $3,025-73.4% | $2,626-69.4% |
| Participant deferral / active EE | $1,233 | $4,417-72.1% | $5,056-75.6% | $4,350-71.7% |
| Admin fee / account holder | $403 | $2,003-79.9% | $9,460-95.7% | $1,946-79.3% |