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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 | $21,628 | $75,183-71.2% | $123,894-82.5% | $55,167-60.8% |
| Participation rate | 33.3% | 72.8%-39.5pp | 81.4%-48.1pp | 69.0%-35.7pp |
| Annual return | 63.05% | 19.01%+44.0pp | 47.52%+15.5pp | 169.23%-106.2pp |
| Employer contribution / active EE | $567 | $2,823-79.9% | $4,617-87.7% | $1,963-71.1% |
| Participant deferral / active EE | $1,377 | $5,084-72.9% | $5,984-77.0% | $3,054-54.9% |
| Admin fee / account holder | $952 | $663+43.6% | $8,357-88.6% | $504+88.9% |