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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 | $14,250 | $75,183-81.0% | $123,894-88.5% | $55,167-74.2% |
| Participation rate | 40.7% | 72.8%-32.1pp | 81.4%-40.7pp | 69.0%-28.3pp |
| Annual return | 15.98% | 19.01%-3.0pp | 47.52%-31.5pp | 169.23%-153.3pp |
| Employer contribution / active EE | $1,121 | $2,823-60.3% | $4,617-75.7% | $1,963-42.9% |
| Participant deferral / active EE | $1,766 | $5,084-65.3% | $5,984-70.5% | $3,054-42.2% |
| Admin fee / account holder | $505 | $663-23.8% | $8,357-94.0% | $504+0.2% |