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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 | $19,242 | $157,829-87.8% | $136,867-85.9% | $198,609-90.3% |
| Participation rate | 53.8% | 77.2%-23.3pp | 74.5%-20.7pp | 82.4%-28.5pp |
| Annual return | 10.56% | 51.25%-40.7pp | 42.97%-32.4pp | 202.70%-192.1pp |
| Employer contribution / active EE | $814 | $3,923-79.3% | $3,547-77.1% | $5,055-83.9% |
| Participant deferral / active EE | $877 | $5,463-83.9% | $4,924-82.2% | $6,977-87.4% |
| Admin fee / account holder | $3,213 | $11,107-71.1% | $10,340-68.9% | $19,030-83.1% |