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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 | $23,404 | $78,428-70.2% | $95,960-75.6% | $79,852-70.7% |
| Participation rate | 29.6% | 73.5%-43.9pp | 77.1%-47.5pp | 69.6%-40.0pp |
| Annual return | 20.08% | 19.37%+0.7pp | 91.63%-71.6pp | 31.72%-11.6pp |
| Employer contribution / active EE | $703 | $1,945-63.9% | $2,541-72.3% | $2,471-71.6% |
| Participant deferral / active EE | $1,205 | $3,440-65.0% | $4,167-71.1% | $3,740-67.8% |
| Admin fee / account holder | $1,533 | $5,622-72.7% | $6,797-77.5% | $5,306-71.1% |