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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 | $18,834 | $50,464-62.7% | $75,784-75.1% | $52,331-64.0% |
| Participation rate | 15.3% | 66.8%-51.5pp | 75.8%-60.5pp | 68.1%-52.8pp |
| Annual return | 198.52% | 1.03%+197.5pp | 9.68%+188.8pp | 4.54%+194.0pp |
| Employer contribution / active EE | $361 | $1,988-81.8% | $3,323-89.1% | $1,882-80.8% |
| Participant deferral / active EE | $868 | $2,570-66.2% | $3,652-76.2% | $3,022-71.3% |
| Admin fee / account holder | $511 | $1,103-53.7% | $5,300-90.4% | $592-13.7% |