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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 | $15,202 | $112,935-86.5% | $90,970-83.3% | $158,966-90.4% |
| Participation rate | 30.0% | 74.7%-44.7pp | 69.0%-39.0pp | 82.0%-52.0pp |
| Annual return | 15.00% | 215.79%-200.8pp | 134.58%-119.6pp | 302.95%-287.9pp |
| Employer contribution / active EE | $431 | $2,895-85.1% | $2,122-79.7% | $4,762-91.0% |
| Participant deferral / active EE | $674 | $4,129-83.7% | $3,373-80.0% | $5,983-88.7% |
| Admin fee / account holder | $1,113 | $8,045-86.2% | $5,960-81.3% | $11,250-90.1% |