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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 | $14,846 | $99,875-85.1% | $146,866-89.9% | $86,983-82.9% |
| Participation rate | 36.0% | 75.8%-39.8pp | 82.5%-46.5pp | 69.5%-33.5pp |
| Annual return | 15.59% | 28.10%-12.5pp | 102.85%-87.3pp | 25.83%-10.2pp |
| Employer contribution / active EE | $494 | $3,224-84.7% | $4,425-88.8% | $2,584-80.9% |
| Participant deferral / active EE | $1,098 | $6,322-82.6% | $7,759-85.8% | $4,194-73.8% |
| Admin fee / account holder | $526 | $7,838-93.3% | $13,620-96.1% | $7,856-93.3% |