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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 | $16,953 | $112,131-84.9% | $95,964-82.3% | $158,982-89.3% |
| Participation rate | 22.2% | 79.0%-56.8pp | 77.1%-54.9pp | 82.0%-59.7pp |
| Annual return | 10.68% | 171.19%-160.5pp | 91.64%-81.0pp | 302.99%-292.3pp |
| Employer contribution / active EE | $682 | $3,199-78.7% | $2,541-73.2% | $4,763-85.7% |
| Participant deferral / active EE | $1,312 | $4,784-72.6% | $4,167-68.5% | $5,983-78.1% |
| Admin fee / account holder | $8,596 | $10,136-15.2% | $6,797+26.5% | $11,252-23.6% |