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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 | $21,234 | $93,598-77.3% | $135,974-84.4% | $75,173-71.8% |
| Participation rate | 30.3% | 75.2%-44.9pp | 81.9%-51.6pp | 67.2%-36.9pp |
| Annual return | 25.30% | 30.89%-5.6pp | 68.30%-43.0pp | 160.72%-135.4pp |
| Employer contribution / active EE | $999 | $3,538-71.7% | $4,859-79.4% | $2,671-62.6% |
| Participant deferral / active EE | $1,204 | $6,405-81.2% | $7,760-84.5% | $4,126-70.8% |
| Admin fee / account holder | $606 | $6,978-91.3% | $10,767-94.4% | $5,651-89.3% |