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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 | $17,388 | $162,812-89.3% | $133,971-87.0% | $158,966-89.1% |
| Participation rate | 16.7% | 83.2%-66.6pp | 79.8%-63.2pp | 82.0%-65.3pp |
| Annual return | 15.01% | 41.94%-26.9pp | 45.09%-30.1pp | 302.95%-287.9pp |
| Employer contribution / active EE | $1,088 | $4,976-78.1% | $3,919-72.2% | $4,762-77.1% |
| Participant deferral / active EE | $1,402 | $5,910-76.3% | $5,047-72.2% | $5,983-76.6% |
| Admin fee / account holder | $1,746 | $11,741-85.1% | $8,929-80.4% | $11,250-84.5% |