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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 | $19,183 | $106,524-82.0% | $152,301-87.4% | $87,485-78.1% |
| Participation rate | 42.9% | 75.8%-32.9pp | 82.4%-39.6pp | 68.9%-26.1pp |
| Annual return | 30.95% | 26.89%+4.1pp | 80.50%-49.6pp | 26.06%+4.9pp |
| Employer contribution / active EE | $1,378 | $3,371-59.1% | $4,624-70.2% | $2,596-46.9% |
| Participant deferral / active EE | $2,220 | $6,525-66.0% | $8,004-72.3% | $4,274-48.1% |
| Admin fee / account holder | $949 | $8,287-88.5% | $14,398-93.4% | $7,775-87.8% |