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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 | $19,980 | $77,816-74.3% | $123,552-83.8% | $64,173-68.9% |
| Participation rate | 38.7% | 74.7%-36.0pp | 82.3%-43.6pp | 69.6%-30.9pp |
| Annual return | 30.39% | 12.49%+17.9pp | 119.20%-88.8pp | 7.63%+22.8pp |
| Employer contribution / active EE | $612 | $3,014-79.7% | $4,628-86.8% | $2,381-74.3% |
| Participant deferral / active EE | $1,391 | $5,240-73.4% | $6,426-78.3% | $3,470-59.9% |
| Admin fee / account holder | $381 | $5,519-93.1% | $9,285-95.9% | $4,887-92.2% |