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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 | $19,552 | $106,749-81.7% | $145,433-86.6% | $82,448-76.3% |
| Participation rate | 23.4% | 75.6%-52.2pp | 82.1%-58.7pp | 68.1%-44.7pp |
| Annual return | 17.13% | 27.59%-10.5pp | 66.58%-49.4pp | 41.64%-24.5pp |
| Employer contribution / active EE | $689 | $3,444-80.0% | $4,554-84.9% | $2,551-73.0% |
| Participant deferral / active EE | $978 | $6,519-85.0% | $7,897-87.6% | $4,139-76.4% |
| Admin fee / account holder | $924 | $8,390-89.0% | $13,129-93.0% | $7,234-87.2% |