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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 | $17,416 | $98,776-82.4% | $149,745-88.4% | $79,856-78.2% |
| Participation rate | 18.4% | 75.8%-57.4pp | 82.5%-64.1pp | 69.6%-51.2pp |
| Annual return | 13.54% | 27.38%-13.8pp | 276.72%-263.2pp | 31.71%-18.2pp |
| Employer contribution / active EE | $2,232 | $3,217-30.6% | $4,646-51.9% | $2,471-9.7% |
| Participant deferral / active EE | $129 | $5,681-97.7% | $6,843-98.1% | $3,741-96.6% |
| Admin fee / account holder | $1,879 | $6,053-69.0% | $9,312-79.8% | $5,306-64.6% |