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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 | $24,703 | $71,192-65.3% | $117,861-79.0% | $62,293-60.3% |
| Participation rate | 24.6% | 74.2%-49.6pp | 79.7%-55.0pp | 69.5%-44.9pp |
| Annual return | 27.75% | 18.66%+9.1pp | 335.11%-307.4pp | 28.90%-1.1pp |
| Employer contribution / active EE | $756 | $1,934-60.9% | $3,786-80.0% | $2,042-63.0% |
| Participant deferral / active EE | $1,269 | $3,189-60.2% | $4,482-71.7% | $3,169-60.0% |
| Admin fee / account holder | $1,152 | $587+96.2% | $8,021-85.6% | $479+140.4% |