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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 | $21,639 | $78,423-72.4% | $95,964-77.5% | $79,856-72.9% |
| Participation rate | 36.0% | 73.5%-37.5pp | 77.1%-41.1pp | 69.6%-33.6pp |
| Annual return | 13.10% | 19.37%-6.3pp | 91.64%-78.5pp | 31.71%-18.6pp |
| Employer contribution / active EE | $556 | $1,945-71.4% | $2,541-78.1% | $2,471-77.5% |
| Participant deferral / active EE | $899 | $3,440-73.9% | $4,167-78.4% | $3,741-76.0% |
| Admin fee / account holder | $1,687 | $5,622-70.0% | $6,797-75.2% | $5,306-68.2% |