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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 | $16,539 | $68,878-76.0% | $120,574-86.3% | $80,935-79.6% |
| Participation rate | 24.0% | 61.7%-37.7pp | 71.9%-47.9pp | 67.7%-43.7pp |
| Annual return | 18.23% | 23.67%-5.4pp | 107.42%-89.2pp | 35.66%-17.4pp |
| Employer contribution / active EE | $530 | $2,065-74.3% | $3,471-84.7% | $2,757-80.8% |
| Participant deferral / active EE | $1,066 | $3,189-66.6% | $4,996-78.7% | $4,299-75.2% |
| Admin fee / account holder | $692 | $5,782-88.0% | $9,445-92.7% | $6,924-90.0% |