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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 | $14,490 | $78,423-81.5% | $95,964-84.9% | $79,856-81.9% |
| Participation rate | 56.3% | 73.5%-17.2pp | 77.1%-20.8pp | 69.6%-13.4pp |
| Annual return | 19.26% | 19.37%-0.1pp | 91.64%-72.4pp | 31.71%-12.4pp |
| Employer contribution / active EE | $965 | $1,945-50.4% | $2,541-62.0% | $2,471-61.0% |
| Participant deferral / active EE | $1,290 | $3,440-62.5% | $4,167-69.0% | $3,741-65.5% |
| Admin fee / account holder | $1,622 | $5,622-71.1% | $6,797-76.1% | $5,306-69.4% |