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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 | $13,588 | $91,559-85.2% | $133,959-89.9% | $79,858-83.0% |
| Participation rate | 39.6% | 73.3%-33.8pp | 79.8%-40.3pp | 69.6%-30.1pp |
| Annual return | 26.95% | 61.85%-34.9pp | 45.09%-18.1pp | 31.72%-4.8pp |
| Employer contribution / active EE | $713 | $2,384-70.1% | $3,919-81.8% | $2,471-71.1% |
| Participant deferral / active EE | $1,652 | $3,734-55.8% | $5,047-67.3% | $3,740-55.8% |
| Admin fee / account holder | $822 | $6,321-87.0% | $8,928-90.8% | $5,306-84.5% |