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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 | $9,640 | $91,559-89.5% | $133,978-92.8% | $79,856-87.9% |
| Participation rate | 30.3% | 73.3%-43.0pp | 79.8%-49.5pp | 69.6%-39.3pp |
| Annual return | 21.71% | 61.85%-40.1pp | 45.10%-23.4pp | 31.71%-10.0pp |
| Employer contribution / active EE | $708 | $2,384-70.3% | $3,919-81.9% | $2,471-71.4% |
| Participant deferral / active EE | $763 | $3,734-79.6% | $5,047-84.9% | $3,741-79.6% |
| Admin fee / account holder | $2,774 | $6,321-56.1% | $8,930-68.9% | $5,306-47.7% |