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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 | $19,504 | $98,766-80.3% | $149,730-87.0% | $79,852-75.6% |
| Participation rate | 19.4% | 75.8%-56.3pp | 82.5%-63.0pp | 69.6%-50.2pp |
| Annual return | 35.53% | 27.43%+8.1pp | 276.70%-241.2pp | 31.72%+3.8pp |
| Employer contribution / active EE | $898 | $3,217-72.1% | $4,645-80.7% | $2,471-63.7% |
| Participant deferral / active EE | $2,005 | $5,681-64.7% | $6,843-70.7% | $3,740-46.4% |
| Admin fee / account holder | $1,034 | $6,052-82.9% | $9,310-88.9% | $5,306-80.5% |