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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 | $15,764 | $99,957-84.2% | $149,715-89.5% | $73,493-78.6% |
| Participation rate | 57.6% | 75.7%-18.1pp | 82.5%-24.9pp | 70.7%-13.1pp |
| Annual return | 25.63% | 53.87%-28.2pp | 276.66%-251.0pp | 28.51%-2.9pp |
| Employer contribution / active EE | $1,547 | $3,191-51.5% | $4,645-66.7% | $2,270-31.8% |
| Participant deferral / active EE | $2,552 | $6,073-58.0% | $6,842-62.7% | $3,740-31.8% |
| Admin fee / account holder | $557 | $551+1.1% | $9,310-94.0% | $513+8.6% |