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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 | $20,949 | $74,661-71.9% | $160,784-87.0% | $67,986-69.2% |
| Participation rate | 22.0% | 57.1%-35.1pp | 77.0%-54.9pp | 57.2%-35.2pp |
| Annual return | 21.79% | 28.83%-7.0pp | 1803.92%-1782.1pp | 31.67%-9.9pp |
| Employer contribution / active EE | $427 | $1,829-76.6% | $3,733-88.6% | $2,019-78.8% |
| Participant deferral / active EE | $789 | $3,681-78.6% | $6,293-87.5% | $3,358-76.5% |
| Admin fee / account holder | $2,958 | $3,959-25.3% | $9,717-69.6% | $3,203-7.6% |