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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 | $13,722 | $117,846-88.4% | $102,434-86.6% | $145,884-90.6% |
| Participation rate | 33.3% | 78.6%-45.3pp | 76.5%-43.2pp | 80.3%-47.0pp |
| Annual return | 25.60% | 31.90%-6.3pp | 29.46%-3.9pp | 551.85%-526.2pp |
| Employer contribution / active EE | $863 | $3,615-76.1% | $3,023-71.4% | $4,662-81.5% |
| Participant deferral / active EE | $1,377 | $5,733-76.0% | $5,055-72.8% | $6,690-79.4% |
| Admin fee / account holder | $843 | $13,356-93.7% | $9,462-91.1% | $13,392-93.7% |