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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 | $22,792 | $76,696-70.3% | $96,515-76.4% | $71,511-68.1% |
| Participation rate | 20.0% | 66.6%-46.6pp | 74.3%-54.3pp | 67.9%-47.9pp |
| Annual return | 18.63% | 48.32%-29.7pp | 35.73%-17.1pp | 28.86%-10.2pp |
| Employer contribution / active EE | $849 | $3,032-72.0% | $3,740-77.3% | $2,589-67.2% |
| Participant deferral / active EE | $1,451 | $3,770-61.5% | $4,880-70.3% | $4,291-66.2% |
| Admin fee / account holder | $502 | $2,030-75.3% | $6,735-92.5% | $1,588-68.4% |