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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 | $21,391 | $72,486-70.5% | $87,103-75.4% | $72,976-70.7% |
| Participation rate | 52.3% | 72.8%-20.5pp | 76.9%-24.6pp | 69.5%-17.2pp |
| Annual return | 19.15% | 24.46%-5.3pp | 28.19%-9.0pp | 81.02%-61.9pp |
| Employer contribution / active EE | $492 | $1,894-74.0% | $2,521-80.5% | $2,440-79.8% |
| Participant deferral / active EE | $985 | $3,270-69.9% | $4,049-75.7% | $3,608-72.7% |
| Admin fee / account holder | $543 | $5,055-89.3% | $7,491-92.7% | $5,124-89.4% |