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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 | $19,907 | $101,795-80.4% | $165,100-87.9% | $80,959-75.4% |
| Participation rate | 30.0% | 71.8%-41.8pp | 78.6%-48.6pp | 67.7%-37.7pp |
| Annual return | 17.02% | 16.73%+0.3pp | 70.21%-53.2pp | 35.67%-18.6pp |
| Employer contribution / active EE | $823 | $2,954-72.1% | $4,348-81.1% | $2,757-70.1% |
| Participant deferral / active EE | $1,737 | $4,476-61.2% | $6,035-71.2% | $4,300-59.6% |
| Admin fee / account holder | $954 | $8,221-88.4% | $12,696-92.5% | $6,925-86.2% |