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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 | $18,943 | $99,875-81.0% | $146,866-87.1% | $86,983-78.2% |
| Participation rate | 36.0% | 75.8%-39.8pp | 82.5%-46.5pp | 69.5%-33.5pp |
| Annual return | 20.75% | 28.10%-7.3pp | 102.85%-82.1pp | 25.83%-5.1pp |
| Employer contribution / active EE | $585 | $3,224-81.9% | $4,425-86.8% | $2,584-77.4% |
| Participant deferral / active EE | $855 | $6,322-86.5% | $7,759-89.0% | $4,194-79.6% |
| Admin fee / account holder | $1,508 | $7,838-80.8% | $13,620-88.9% | $7,856-80.8% |