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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 | $9,909 | $112,729-91.2% | $98,716-90.0% | $137,256-92.8% |
| Participation rate | 22.2% | 74.2%-52.0pp | 69.3%-47.1pp | 80.0%-57.7pp |
| Annual return | 16.06% | 38.48%-22.4pp | 31.81%-15.7pp | 220.34%-204.3pp |
| Employer contribution / active EE | $540 | $2,725-80.2% | $2,279-76.3% | $4,156-87.0% |
| Participant deferral / active EE | $777 | $4,640-83.3% | $4,048-80.8% | $6,407-87.9% |
| Admin fee / account holder | $2,955 | $10,129-70.8% | $8,703-66.0% | $12,270-75.9% |