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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 | $16,571 | $96,731-82.9% | $123,973-86.6% | $86,983-80.9% |
| Participation rate | 47.0% | 70.0%-23.0pp | 76.7%-29.7pp | 69.5%-22.6pp |
| Annual return | 17.70% | 17.33%+0.4pp | 388.13%-370.4pp | 25.83%-8.1pp |
| Employer contribution / active EE | $816 | $3,297-75.2% | $4,126-80.2% | $2,584-68.4% |
| Participant deferral / active EE | $1,734 | $4,152-58.2% | $5,247-67.0% | $4,194-58.7% |
| Admin fee / account holder | $2,025 | $8,722-76.8% | $11,799-82.8% | $7,856-74.2% |