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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 | $11,843 | $106,749-88.9% | $145,433-91.9% | $82,448-85.6% |
| Participation rate | 44.2% | 75.6%-31.5pp | 82.1%-37.9pp | 68.1%-23.9pp |
| Annual return | 27.22% | 27.59%-0.4pp | 66.58%-39.4pp | 41.64%-14.4pp |
| Employer contribution / active EE | $4,021 | $3,444+16.7% | $4,554-11.7% | $2,551+57.6% |
| Participant deferral / active EE | $21 | $6,519-99.7% | $7,897-99.7% | $4,139-99.5% |
| Admin fee / account holder | $986 | $8,390-88.2% | $13,129-92.5% | $7,234-86.4% |