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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 | $13,256 | $103,392-87.2% | $87,104-84.8% | $152,897-91.3% |
| Participation rate | 66.7% | 79.4%-12.7pp | 76.9%-10.2pp | 82.5%-15.8pp |
| Annual return | 13.43% | 28.10%-14.7pp | 28.19%-14.8pp | 345.43%-332.0pp |
| Employer contribution / active EE | $659 | $3,221-79.5% | $2,521-73.9% | $4,764-86.2% |
| Participant deferral / active EE | $659 | $4,778-86.2% | $4,048-83.7% | $5,851-88.7% |
| Admin fee / account holder | $5,210 | $12,194-57.3% | $7,491-30.4% | $11,599-55.1% |