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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 | $16,902 | $78,707-78.5% | $117,861-85.7% | $70,126-75.9% |
| Participation rate | 31.2% | 73.2%-42.0pp | 79.7%-48.5pp | 69.5%-38.4pp |
| Annual return | 19.38% | 23.30%-3.9pp | 335.11%-315.7pp | 73.15%-53.8pp |
| Employer contribution / active EE | $739 | $2,223-66.8% | $3,786-80.5% | $2,343-68.4% |
| Participant deferral / active EE | $1,275 | $3,297-61.3% | $4,482-71.6% | $3,332-61.7% |
| Admin fee / account holder | $1,275 | $5,066-74.8% | $8,021-84.1% | $4,645-72.5% |