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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 | $11,519 | $67,602-83.0% | $82,312-86.0% | $70,126-83.6% |
| Participation rate | 41.9% | 72.8%-30.9pp | 76.9%-35.0pp | 69.5%-27.7pp |
| Annual return | 13.64% | 21.57%-7.9pp | 25.88%-12.2pp | 73.15%-59.5pp |
| Employer contribution / active EE | $468 | $1,755-73.3% | $2,428-80.7% | $2,343-80.0% |
| Participant deferral / active EE | $866 | $2,987-71.0% | $3,706-76.6% | $3,332-74.0% |
| Admin fee / account holder | $696 | $4,512-84.6% | $5,608-87.6% | $4,645-85.0% |