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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 | $5,538 | $138,312-96.0% | $122,979-95.5% | $155,188-96.4% |
| Participation rate | 16.7% | 80.2%-63.5pp | 77.2%-60.5pp | 80.8%-64.1pp |
| Annual return | 8.33% | 22.06%-13.7pp | 20.12%-11.8pp | 148.84%-140.5pp |
| Employer contribution / active EE | $976 | $3,530-72.4% | $3,062-68.1% | $4,248-77.0% |
| Participant deferral / active EE | $1,597 | $5,592-71.4% | $5,003-68.1% | $6,531-75.6% |
| Admin fee / account holder | $28,532 | $15,089+89.1% | $12,864+121.8% | $14,480+97.0% |