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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 | $16,372 | $98,776-83.4% | $149,745-89.1% | $79,856-79.5% |
| Participation rate | 58.8% | 75.8%-17.0pp | 82.5%-23.7pp | 69.6%-10.8pp |
| Annual return | 21.78% | 27.38%-5.6pp | 276.72%-254.9pp | 31.71%-9.9pp |
| Employer contribution / active EE | $819 | $3,217-74.6% | $4,646-82.4% | $2,471-66.9% |
| Participant deferral / active EE | $1,846 | $5,681-67.5% | $6,843-73.0% | $3,741-50.7% |
| Admin fee / account holder | $548 | $6,053-90.9% | $9,312-94.1% | $5,306-89.7% |