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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 | $10,416 | $68,878-84.9% | $120,574-91.4% | $80,935-87.1% |
| Participation rate | 32.2% | 61.7%-29.5pp | 71.9%-39.7pp | 67.7%-35.5pp |
| Annual return | 14.78% | 23.67%-8.9pp | 107.42%-92.6pp | 35.66%-20.9pp |
| Employer contribution / active EE | $586 | $2,065-71.6% | $3,471-83.1% | $2,757-78.8% |
| Participant deferral / active EE | $944 | $3,189-70.4% | $4,996-81.1% | $4,299-78.0% |
| Admin fee / account holder | $812 | $5,782-86.0% | $9,445-91.4% | $6,924-88.3% |