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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 | $17,817 | $78,707-77.4% | $117,861-84.9% | $70,126-74.6% |
| Participation rate | 24.3% | 73.2%-48.9pp | 79.7%-55.3pp | 69.5%-45.2pp |
| Annual return | 18.33% | 23.30%-5.0pp | 335.11%-316.8pp | 73.15%-54.8pp |
| Employer contribution / active EE | $547 | $2,223-75.4% | $3,786-85.6% | $2,343-76.7% |
| Participant deferral / active EE | $703 | $3,297-78.7% | $4,482-84.3% | $3,332-78.9% |
| Admin fee / account holder | $1,424 | $5,066-71.9% | $8,021-82.2% | $4,645-69.3% |