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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 | $10,566 | $53,837-80.4% | $75,717-86.0% | $85,856-87.7% |
| Participation rate | 31.0% | 69.1%-38.1pp | 74.8%-43.9pp | 69.3%-38.4pp |
| Annual return | 23.47% | 24.54%-1.1pp | 104.58%-81.1pp | 318.58%-295.1pp |
| Employer contribution / active EE | $612 | $2,017-69.7% | $2,743-77.7% | $2,565-76.1% |
| Participant deferral / active EE | $671 | $2,895-76.8% | $3,821-82.4% | $3,952-83.0% |
| Admin fee / account holder | $6,161 | $3,341+84.4% | $3,619+70.2% | $6,261-1.6% |