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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 | $24,785 | $91,474-72.9% | $135,982-81.8% | $71,529-65.4% |
| Participation rate | 27.2% | 75.7%-48.5pp | 81.9%-54.8pp | 67.9%-40.8pp |
| Annual return | 26.46% | 29.89%-3.4pp | 68.32%-41.9pp | 28.97%-2.5pp |
| Employer contribution / active EE | $1,014 | $3,705-72.6% | $4,859-79.1% | $2,590-60.8% |
| Participant deferral / active EE | $2,360 | $7,095-66.7% | $7,760-69.6% | $4,291-45.0% |
| Admin fee / account holder | $923 | $1,267-27.2% | $10,767-91.4% | $1,588-41.9% |