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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 | $15,125 | $87,733-82.8% | $106,555-85.8% | $85,847-82.4% |
| Participation rate | 54.3% | 71.9%-17.6pp | 76.1%-21.8pp | 69.3%-15.0pp |
| Annual return | 26.54% | 21.86%+4.7pp | 26.80%-0.3pp | 318.61%-292.1pp |
| Employer contribution / active EE | $571 | $2,073-72.4% | $2,819-79.7% | $2,565-77.7% |
| Participant deferral / active EE | $1,481 | $3,469-57.3% | $4,399-66.3% | $3,952-62.5% |
| Admin fee / account holder | $4,252 | $6,767-37.2% | $7,408-42.6% | $6,261-32.1% |