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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 | $18,924 | $83,090-77.2% | $130,062-85.5% | $71,529-73.5% |
| Participation rate | 42.2% | 74.1%-31.9pp | 78.5%-36.3pp | 67.9%-25.7pp |
| Annual return | 27.21% | 20.61%+6.6pp | -137.37%+164.6pp | 28.97%-1.8pp |
| Employer contribution / active EE | $1,028 | $2,624-60.8% | $4,322-76.2% | $2,590-60.3% |
| Participant deferral / active EE | $1,940 | $4,436-56.3% | $5,821-66.7% | $4,291-54.8% |
| Admin fee / account holder | $2,562 | $1,727+48.3% | $10,601-75.8% | $1,588+61.3% |