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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 | $15,896 | $98,776-83.9% | $149,745-89.4% | $79,856-80.1% |
| Participation rate | 25.6% | 75.8%-50.2pp | 82.5%-56.9pp | 69.6%-44.1pp |
| Annual return | 15.70% | 27.38%-11.7pp | 276.72%-261.0pp | 31.71%-16.0pp |
| Employer contribution / active EE | $641 | $3,217-80.1% | $4,646-86.2% | $2,471-74.0% |
| Participant deferral / active EE | $1,318 | $5,681-76.8% | $6,843-80.7% | $3,741-64.8% |
| Admin fee / account holder | $1,683 | $6,053-72.2% | $9,312-81.9% | $5,306-68.3% |