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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 | $16,675 | $117,846-85.9% | $102,434-83.7% | $145,884-88.6% |
| Participation rate | 42.9% | 78.6%-35.8pp | 76.5%-33.7pp | 80.3%-37.4pp |
| Annual return | 16.98% | 31.90%-14.9pp | 29.46%-12.5pp | 551.85%-534.9pp |
| Employer contribution / active EE | $1,145 | $3,615-68.3% | $3,023-62.1% | $4,662-75.4% |
| Participant deferral / active EE | $1,415 | $5,733-75.3% | $5,055-72.0% | $6,690-78.9% |
| Admin fee / account holder | $2,338 | $13,356-82.5% | $9,462-75.3% | $13,392-82.5% |