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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 | $17,403 | $88,137-80.3% | $164,975-89.5% | $74,429-76.6% |
| Participation rate | 27.9% | 73.1%-45.2pp | 78.6%-50.7pp | 67.2%-39.3pp |
| Annual return | 21.66% | 17.13%+4.5pp | 70.12%-48.5pp | 1368.38%-1346.7pp |
| Employer contribution / active EE | $953 | $2,597-63.3% | $4,343-78.1% | $2,625-63.7% |
| Participant deferral / active EE | $1,175 | $4,501-73.9% | $6,033-80.5% | $4,348-73.0% |
| Admin fee / account holder | $968 | $2,231-56.6% | $12,688-92.4% | $1,944-50.2% |