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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 | $11,099 | $115,917-90.4% | $100,535-89.0% | $158,982-93.0% |
| Participation rate | 64.7% | 81.6%-16.9pp | 79.4%-14.7pp | 82.0%-17.3pp |
| Annual return | 17.74% | 34.80%-17.1pp | 30.90%-13.2pp | 302.99%-285.3pp |
| Employer contribution / active EE | $832 | $4,105-79.7% | $3,419-75.7% | $4,763-82.5% |
| Participant deferral / active EE | $1,420 | $6,677-78.7% | $6,271-77.4% | $5,983-76.3% |
| Admin fee / account holder | $833 | $11,002-92.4% | $8,085-89.7% | $11,252-92.6% |