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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 | $22,264 | $98,776-77.5% | $149,745-85.1% | $79,856-72.1% |
| Participation rate | 42.9% | 75.8%-32.9pp | 82.5%-39.6pp | 69.6%-26.8pp |
| Annual return | 25.68% | 27.38%-1.7pp | 276.72%-251.0pp | 31.71%-6.0pp |
| Employer contribution / active EE | $1,774 | $3,217-44.9% | $4,646-61.8% | $2,471-28.2% |
| Participant deferral / active EE | $1,879 | $5,681-66.9% | $6,843-72.5% | $3,741-49.8% |
| Admin fee / account holder | $815 | $6,053-86.5% | $9,312-91.2% | $5,306-84.6% |