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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 | $12,164 | $103,392-88.2% | $87,104-86.0% | $152,897-92.0% |
| Participation rate | 66.7% | 79.4%-12.7pp | 76.9%-10.2pp | 82.5%-15.8pp |
| Annual return | 20.15% | 28.10%-7.9pp | 28.19%-8.0pp | 345.43%-325.3pp |
| Employer contribution / active EE | $659 | $3,221-79.5% | $2,521-73.9% | $4,764-86.2% |
| Participant deferral / active EE | $1,336 | $4,778-72.0% | $4,048-67.0% | $5,851-77.2% |
| Admin fee / account holder | $958 | $12,194-92.1% | $7,491-87.2% | $11,599-91.7% |