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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 | $13,218 | $50,898-74.0% | $171,082-92.3% | $55,167-76.0% |
| Participation rate | 19.0% | 63.3%-44.3pp | 76.7%-57.7pp | 69.0%-50.0pp |
| Annual return | 17.28% | 15.34%+1.9pp | 32.56%-15.3pp | 169.23%-152.0pp |
| Employer contribution / active EE | $481 | $1,433-66.4% | $4,002-88.0% | $1,963-75.5% |
| Participant deferral / active EE | $863 | $2,994-71.2% | $4,797-82.0% | $3,054-71.7% |
| Admin fee / account holder | $451 | $500-9.7% | $8,520-94.7% | $504-10.5% |