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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 | $21,790 | $107,421-79.7% | $182,262-88.0% | $94,015-76.8% |
| Participation rate | 33.3% | 77.8%-44.4pp | 84.2%-50.9pp | 70.8%-37.5pp |
| Annual return | 16.44% | 21.32%-4.9pp | 140.60%-124.2pp | 17.84%-1.4pp |
| Employer contribution / active EE | $820 | $3,448-76.2% | $5,046-83.7% | $2,790-70.6% |
| Participant deferral / active EE | $1,155 | $6,558-82.4% | $8,276-86.0% | $4,249-72.8% |
| Admin fee / account holder | $2,651 | $8,692-69.5% | $16,712-84.1% | $8,951-70.4% |