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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 | $22,150 | $78,707-71.9% | $117,861-81.2% | $70,126-68.4% |
| Participation rate | 60.6% | 73.2%-12.6pp | 79.7%-19.1pp | 69.5%-8.9pp |
| Annual return | 18.51% | 23.30%-4.8pp | 335.11%-316.6pp | 73.15%-54.6pp |
| Employer contribution / active EE | $1,201 | $2,223-46.0% | $3,786-68.3% | $2,343-48.7% |
| Participant deferral / active EE | $260 | $3,297-92.1% | $4,482-94.2% | $3,332-92.2% |
| Admin fee / account holder | $1,864 | $5,066-63.2% | $8,021-76.8% | $4,645-59.9% |