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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 | $24,724 | $78,419-68.5% | $133,971-81.5% | $73,412-66.3% |
| Participation rate | 29.2% | 78.6%-49.3pp | 79.8%-50.6pp | 72.2%-42.9pp |
| Annual return | 24.09% | 33.35%-9.3pp | 45.09%-21.0pp | 59.30%-35.2pp |
| Employer contribution / active EE | $667 | $2,044-67.4% | $3,919-83.0% | $2,234-70.1% |
| Participant deferral / active EE | $1,148 | $3,925-70.8% | $5,047-77.3% | $3,806-69.8% |
| Admin fee / account holder | $782 | $161+384.5% | $8,929-91.2% | $158+395.0% |