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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 | $13,005 | $115,903-88.8% | $100,528-87.1% | $158,966-91.8% |
| Participation rate | 50.0% | 81.6%-31.6pp | 79.4%-29.4pp | 82.0%-32.0pp |
| Annual return | 16.12% | 34.80%-18.7pp | 30.90%-14.8pp | 302.95%-286.8pp |
| Employer contribution / active EE | $687 | $4,105-83.3% | $3,419-79.9% | $4,762-85.6% |
| Participant deferral / active EE | $1,375 | $6,677-79.4% | $6,271-78.1% | $5,983-77.0% |
| Admin fee / account holder | $3,484 | $11,000-68.3% | $8,084-56.9% | $11,250-69.0% |