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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 | $19,862 | $88,360-77.5% | $145,433-86.3% | $67,986-70.8% |
| Participation rate | 13.5% | 65.5%-52.0pp | 82.1%-68.7pp | 57.2%-43.7pp |
| Annual return | 32.65% | 63.15%-30.5pp | 66.58%-33.9pp | 31.67%+1.0pp |
| Employer contribution / active EE | $476 | $3,054-84.4% | $4,554-89.5% | $2,019-76.4% |
| Participant deferral / active EE | $1,214 | $5,932-79.5% | $7,897-84.6% | $3,358-63.9% |
| Admin fee / account holder | $1,970 | $3,313-40.6% | $13,129-85.0% | $3,203-38.5% |