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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 | $19,339 | $102,393-81.1% | $147,041-86.8% | $80,911-76.1% |
| Participation rate | 21.4% | 75.9%-54.4pp | 82.2%-60.7pp | 67.6%-46.2pp |
| Annual return | 35.21% | 134.95%-99.7pp | 419.21%-384.0pp | 35.63%-0.4pp |
| Employer contribution / active EE | $904 | $3,715-75.7% | $4,935-81.7% | $2,756-67.2% |
| Participant deferral / active EE | $1,249 | $6,647-81.2% | $8,071-84.5% | $4,297-70.9% |
| Admin fee / account holder | $365 | $7,943-95.4% | $13,006-97.2% | $6,935-94.7% |